GKWIM
BHK icon

Gerber Kawasaki Wealth & Investment Management’s BlackRock Core Bond Trust BHK Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q2 		– Sell
-10,005
Closed -$91.6K – 370
2026
Q1 		$91.6K Buy
+10,005
New +$94.7K ﹤0.01% 344

Other funds holding BHK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BHK Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of BlackRock Core Bond Trust (BHK) in Q2 2026, closing a stake of 10,005 shares — an estimated $91.6K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BHK in Q1 2026 and held it in 1 quarter. The position peaked at $91.6K in Q1 2026. 60 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BlackRock Core Bond Trust position as of Q2 2026 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 10,005 BlackRock Core Bond Trust shares in Q2 2026, an estimated $91.6K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BlackRock Core Bond Trust in Q1 2026 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's BlackRock Core Bond Trust position peaked at $91.6K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.