KAS
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Kestra Advisory Services’s BlackRock Core Bond Trust BHK Stock Holding History

Kestra Advisory Services’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 		– Sell
-3,520
Closed -$33.8K – 3248
2025
Q4 		$33.8K Buy
+3,520
New +$34.2K ﹤0.01% 4212
2024
Q4 		– Sell
-122,031
Closed -$1.47M – 2667
2024
Q3 		$1.47M Sell
122,031
-1,295
-1% -$14.7K 0.01% 1119
2024
Q2 		$1.31M Buy
+123,326
New +$1.3M 0.01% 1173
2021
Q4 		– Sell
-487,725
Closed -$8.08M – 2022
2021
Q3 		$8.08M Buy
487,725
+444,335
+1,024% +$7.37M 0.08% 270
2021
Q2 		$717K Buy
43,390
+121
+0.3% +$1.93K 0.01% 1102
2021
Q1 		$679K Sell
43,269
-419,493
-91% -$6.65M 0.01% 1044
2020
Q4 		$7.44M Buy
462,762
+421,255
+1,015% +$6.67M 0.09% 254
2020
Q3 		$650K Buy
+41,507
New +$655K 0.01% 772

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

Kestra Advisory Services's BHK Position: Q1 2026 in Review

Kestra Advisory Services sold out of BlackRock Core Bond Trust (BHK) in Q1 2026, closing a stake of 3,520 shares — an estimated $33.8K sold.

Kestra Advisory Services first reported a position in BHK in Q3 2020 and held it in 8 quarters. The position peaked at $8.08M in Q3 2021. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • Kestra Advisory Services reported no remaining BlackRock Core Bond Trust position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,520 BlackRock Core Bond Trust shares in Q1 2026, an estimated $33.8K.
  • Kestra Advisory Services first reported a position in BlackRock Core Bond Trust in Q3 2020 and held it in 8 quarters.
  • Kestra Advisory Services's BlackRock Core Bond Trust position peaked at $8.08M in Q3 2021.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.