Iams Wealth Management’s BlackRock Core Bond Trust BHK Stock Holding History

Iams Wealth 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
2025 Q3	–	Sell	-20,000	Closed	-$194K	–	185
2025 Q2	$194K	Hold	20,000	–	–	0.09%	167
2025 Q1	$217K	Hold	20,000	–	–	0.1%	149
2024 Q4	$209K	Hold	20,000	–	–	0.1%	160
2024 Q3	$241K	Hold	20,000	–	–	0.12%	138
2024 Q2	$213K	Buy	+20,000	New	+$211K	0.12%	133

Other funds holding BHK

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

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

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

Iams Wealth Management's BHK Position: Q3 2025 in Review

Iams Wealth Management sold out of BlackRock Core Bond Trust (BHK) in Q3 2025, closing a stake of 20,000 shares — an estimated $194K sold.

Iams Wealth Management first reported a position in BHK in Q2 2024 and held it in 5 quarters. The position peaked at $241K in Q3 2024. 107 funds tracked by Wall St. Rank hold BHK as of Q3 2025.

Iams Wealth Management reported no remaining BlackRock Core Bond Trust position as of Q3 2025 after selling out during the quarter.
Iams Wealth Management sold 20,000 BlackRock Core Bond Trust shares in Q3 2025, an estimated $194K.
Iams Wealth Management first reported a position in BlackRock Core Bond Trust in Q2 2024 and held it in 5 quarters.
Iams Wealth Management's BlackRock Core Bond Trust position peaked at $241K in Q3 2024.
107 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2025.

Based on Iams Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.