Householder Group Estate & Retirement Specialist’s BlackRock Core Bond Trust BHK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-1,183	Closed	-$14K	–	597
2024 Q3	$14K	Hold	1,183	–	–	﹤0.01%	759
2024 Q2	$12K	Hold	1,183	–	–	﹤0.01%	777
2024 Q1	$12.8K	Hold	1,183	–	–	﹤0.01%	761
2023 Q4	$12K	Hold	1,183	–	–	﹤0.01%	720
2023 Q3	$11.8K	Buy	+1,183	New	+$12.3K	﹤0.01%	751
2023 Q1	$13K	Buy	+1,183	New	+$13K	0.01%	728
2022 Q4	–	Sell	-1,183	Closed	-$11K	–	400
2022 Q3	$11K	Buy	+1,183	New	+$13.6K	﹤0.01%	696

Other funds holding BHK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BHK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of BlackRock Core Bond Trust (BHK) in Q4 2024, closing a stake of 1,183 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in BHK in Q3 2022 and held it in 7 quarters. The position peaked at $14K in Q3 2024. 94 funds tracked by Wall St. Rank hold BHK as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining BlackRock Core Bond Trust position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,183 BlackRock Core Bond Trust shares in Q4 2024, an estimated $14K.
Householder Group Estate & Retirement Specialist first reported a position in BlackRock Core Bond Trust in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's BlackRock Core Bond Trust position peaked at $14K in Q3 2024.
94 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.