IA
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Intellus Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Intellus Advisors’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 		$301K Buy
32,904
+479
+1% +$4.53K 0.04% 103
2025
Q4 		$311K Buy
32,425
+3,491
+12% +$33.9K 0.04% 97
2025
Q3 		$288K Buy
28,934
+9,593
+50% +$92.9K 0.04% 107
2025
Q2 		$188K Buy
19,341
+1,339
+7% +$13.6K 0.03% 130
2025
Q1 		$195K Buy
18,002
+1,230
+7% +$13K 0.03% 116
2024
Q4 		$175K Buy
+16,772
New +$189K 0.03% 112

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

Intellus Advisors's BHK Position: Q1 2026 in Review

Intellus Advisors increased its BlackRock Core Bond Trust (BHK) stake by 1.5% in Q1 2026, buying an estimated $4.53K and bringing the position to 32,904 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #103.

Intellus Advisors first reported a position in BHK in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q4 2025. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • Intellus Advisors held 32,904 shares of BlackRock Core Bond Trust worth $301K as of Q1 2026.
  • Intellus Advisors bought 479 BlackRock Core Bond Trust shares in Q1 2026, an estimated $4.53K.
  • BlackRock Core Bond Trust made up 0.04% of Intellus Advisors's portfolio in Q1 2026, its #103 holding.
  • Intellus Advisors first reported a position in BlackRock Core Bond Trust in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's BlackRock Core Bond Trust position peaked at $311K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.