FCMT
BHK icon

Founders Capital Management (Texas)’s BlackRock Core Bond Trust BHK Stock Holding History

Founders Capital Management (Texas)’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
2023
Q3 		– Sell
-67
Closed -$713 – 404
2023
Q2 		$713 Hold
67
– – ﹤0.01% 373
2023
Q1 		$1K Buy
+67
New +$736 ﹤0.01% 373

Other funds holding BHK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Founders Capital Management (Texas)'s BHK Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of BlackRock Core Bond Trust (BHK) in Q3 2023, closing a stake of 67 shares — an estimated $713 sold.

Founders Capital Management (Texas) first reported a position in BHK in Q1 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 96 funds tracked by Wall St. Rank hold BHK as of Q3 2023.

  • Founders Capital Management (Texas) reported no remaining BlackRock Core Bond Trust position as of Q3 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 67 BlackRock Core Bond Trust shares in Q3 2023, an estimated $713.
  • Founders Capital Management (Texas) first reported a position in BlackRock Core Bond Trust in Q1 2023 and held it in 2 quarters.
  • Founders Capital Management (Texas)'s BlackRock Core Bond Trust position peaked at $1K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.