JFS Wealth Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

JFS Wealth 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	$523	Buy	+57	New	+$517	﹤0.01%	1947
2022 Q1	–	Sell	-1,080	Closed	-$18K	–	1821
2021 Q4	$18K	Buy	+1,080	New	+$17.7K	﹤0.01%	583
2021 Q3	–	Sell	-2,159	Closed	-$36K	–	832
2021 Q2	$36K	Hold	2,159	–	–	0.01%	306
2021 Q1	$34K	Hold	2,159	–	–	0.01%	285
2020 Q4	$35K	Hold	2,159	–	–	0.01%	275
2020 Q3	$34K	Hold	2,159	–	–	0.01%	269
2020 Q2	$33K	Hold	2,159	–	–	0.01%	264
2020 Q1	$29K	Hold	2,159	–	–	0.01%	252
2019 Q4	$31K	Hold	2,159	–	–	0.01%	270
2019 Q3	$31K	Hold	2,159	–	–	0.01%	269
2019 Q2	$30K	Hold	2,159	–	–	0.01%	270
2019 Q1	$29K	Hold	2,159	–	–	0.01%	261
2018 Q4	$26K	Hold	2,159	–	–	0.01%	266
2018 Q3	$28K	Hold	2,159	–	–	0.01%	287
2018 Q2	$28K	Hold	2,159	–	–	0.01%	282
2018 Q1	$28K	Hold	2,159	–	–	0.01%	287
2017 Q4	$30K	Hold	2,159	–	–	0.01%	291
2017 Q3	$30K	Hold	2,159	–	–	0.01%	284
2017 Q2	$30K	Hold	2,159	–	–	0.01%	262
2017 Q1	$28K	Hold	2,159	–	–	0.01%	274
2016 Q4	$28K	Hold	2,159	–	–	0.01%	274
2016 Q3	$31K	Hold	2,159	–	–	0.01%	280
2016 Q2	$30K	Hold	2,159	–	–	0.01%	292
2016 Q1	$29K	Sell	2,159 -1,136	-34%	-$14.7K	0.01%	285
2015 Q4	$42K	Hold	3,295	–	–	0.01%	260
2015 Q3	$43K	Hold	3,295	–	–	0.02%	221
2015 Q2	$42K	Hold	3,295	–	–	0.02%	200
2015 Q1	$46K	Hold	3,295	–	–	0.02%	189
2014 Q4	$43K	Buy	+3,295	New	+$43.8K	0.01%	199
2014 Q3	–	Sell	-3,295	Closed	-$46K	–	487
2014 Q2	$46K	Buy	+3,295	New	+$44.9K	0.01%	194

Other funds holding BHK

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

JFS Wealth Advisors's BHK Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in BlackRock Core Bond Trust (BHK) in Q2 2026: 57 shares worth $523. The stake represents ﹤0.01% of the portfolio and ranks #1947 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in BHK as recently as Q4 2021.

JFS Wealth Advisors first reported a position in BHK in Q2 2014 and has held it in 30 quarters since. The position peaked at $46K in Q1 2015. 103 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

JFS Wealth Advisors held 57 shares of BlackRock Core Bond Trust worth $523 as of Q2 2026.
BlackRock Core Bond Trust was a new JFS Wealth Advisors position in Q2 2026.
BlackRock Core Bond Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1947 holding.
JFS Wealth Advisors first reported a position in BlackRock Core Bond Trust in Q2 2014 and has held it in 30 quarters since.
JFS Wealth Advisors's BlackRock Core Bond Trust position peaked at $46K in Q1 2015.
103 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.