First Trust Advisors
BHK icon

First Trust Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

First Trust Advisors’s Portfolio BHK Stock Details BHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.15M Buy
234,502
+132,527
+130% +$1.25M ﹤0.01% 1883
2025
Q4 		$978K Buy
+101,975
New +$990K ﹤0.01% 2146
2013
Q3 		– Sell
-12,675
Closed -$167K – 2245
2013
Q2 		$167K Buy
+12,675
New +$181K ﹤0.01% 2174

Other funds holding BHK

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Trust Advisors's BHK Position: Q1 2026 in Review

First Trust Advisors increased its BlackRock Core Bond Trust (BHK) stake by 130% in Q1 2026, buying an estimated $1.25M and bringing the position to 234,502 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

First Trust Advisors first reported a position in BHK in Q2 2013 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • First Trust Advisors held 234,502 shares of BlackRock Core Bond Trust worth $2.15M as of Q1 2026.
  • First Trust Advisors bought 132,527 BlackRock Core Bond Trust shares in Q1 2026, an estimated $1.25M.
  • BlackRock Core Bond Trust made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1883 holding.
  • First Trust Advisors first reported a position in BlackRock Core Bond Trust in Q2 2013 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.