KIM
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Kestra Investment Management’s BlackRock Core Bond Trust BHK Stock Holding History

Kestra Investment 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
Q1 		– Sell
-709
Closed -$7.42K – 945
2024
Q4 		$7.42K Buy
+709
New +$8.01K ﹤0.01% 857

Other funds holding BHK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kestra Investment Management's BHK Position: Q1 2025 in Review

Kestra Investment Management sold out of BlackRock Core Bond Trust (BHK) in Q1 2025, closing a stake of 709 shares — an estimated $7.42K sold.

Kestra Investment Management first reported a position in BHK in Q4 2024 and held it in 1 quarter. The position peaked at $7.42K in Q4 2024. 94 funds tracked by Wall St. Rank hold BHK as of Q1 2025.

  • Kestra Investment Management reported no remaining BlackRock Core Bond Trust position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 709 BlackRock Core Bond Trust shares in Q1 2025, an estimated $7.42K.
  • Kestra Investment Management first reported a position in BlackRock Core Bond Trust in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's BlackRock Core Bond Trust position peaked at $7.42K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.