Kestra Private Wealth Services’s BlackRock Core Bond Trust BHK Stock Holding History

Kestra Private Wealth 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	-10,017	Closed	-$96.1K	–	1784
2025 Q4	$96.1K	Buy	+10,017	New	+$97.2K	﹤0.01%	1655
2025 Q3	–	Sell	-13,736	Closed	-$134K	–	1678
2025 Q2	$134K	Buy	13,736 +103	+0.8%	+$1.04K	﹤0.01%	1541
2025 Q1	$148K	Buy	13,633 +121	+0.9%	+$1.28K	﹤0.01%	1425
2024 Q4	$141K	Buy	+13,512	New	+$153K	﹤0.01%	1352

Other funds holding BHK

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Private Wealth Services's BHK Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of BlackRock Core Bond Trust (BHK) in Q1 2026, closing a stake of 10,017 shares — an estimated $96.1K sold.

Kestra Private Wealth Services first reported a position in BHK in Q4 2024 and held it in 4 quarters. The position peaked at $148K in Q1 2025. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

Kestra Private Wealth Services reported no remaining BlackRock Core Bond Trust position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 10,017 BlackRock Core Bond Trust shares in Q1 2026, an estimated $96.1K.
Kestra Private Wealth Services first reported a position in BlackRock Core Bond Trust in Q4 2024 and held it in 4 quarters.
Kestra Private Wealth Services's BlackRock Core Bond Trust position peaked at $148K in Q1 2025.
102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.