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
Q2 		$370K Buy
40,365
+7,461
+23% +$67.7K 0.04% 92
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 $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Intellus Advisors's BHK Position: Q2 2026 in Review

Intellus Advisors increased its BlackRock Core Bond Trust (BHK) stake by 23% in Q2 2026, buying an estimated $67.7K and bringing the position to 40,365 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #92.

Intellus Advisors first reported a position in BHK in Q4 2024 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

  • Intellus Advisors held 40,365 shares of BlackRock Core Bond Trust worth $370K as of Q2 2026.
  • Intellus Advisors bought 7,461 BlackRock Core Bond Trust shares in Q2 2026, an estimated $67.7K.
  • BlackRock Core Bond Trust made up 0.04% of Intellus Advisors's portfolio in Q2 2026, its #92 holding.
  • Intellus Advisors first reported a position in BlackRock Core Bond Trust in Q4 2024 and has held it in 7 quarters since.
  • 103 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.