Focus Partners Wealth
BHK icon

Focus Partners Wealth’s BlackRock Core Bond Trust BHK Stock Holding History

Focus Partners Wealth’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 		$642K Buy
70,111
+20
+0% +$189 ﹤0.01% 1809
2025
Q4 		$672K Buy
+70,091
New +$680K ﹤0.01% 1819

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

Focus Partners Wealth's BHK Position: Q1 2026 in Review

Focus Partners Wealth increased its BlackRock Core Bond Trust (BHK) stake by 0.03% in Q1 2026, buying an estimated $189 and bringing the position to 70,111 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Focus Partners Wealth first reported a position in BHK in Q4 2025 and has held it in 2 quarters since. The position peaked at $672K in Q4 2025. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • Focus Partners Wealth held 70,111 shares of BlackRock Core Bond Trust worth $642K as of Q1 2026.
  • Focus Partners Wealth bought 20 BlackRock Core Bond Trust shares in Q1 2026, an estimated $189.
  • BlackRock Core Bond Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1809 holding.
  • Focus Partners Wealth first reported a position in BlackRock Core Bond Trust in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's BlackRock Core Bond Trust position peaked at $672K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.