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Kiker Wealth Management’s BlackRock Core Bond Trust BHK Stock Holding History

Kiker Wealth 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
Q3 		– Sell
-929
Closed -$9.03K – 275
2025
Q2 		$9.03K Hold
929
– – 0.01% 373
2025
Q1 		$10.1K Buy
+929
New +$9.81K 0.01% 372

Other funds holding BHK

Sit Investment Associates
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
Karpus Investment Management
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
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Polar Asset Management Partners
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kiker Wealth Management's BHK Position: Q3 2025 in Review

Kiker Wealth Management sold out of BlackRock Core Bond Trust (BHK) in Q3 2025, closing a stake of 929 shares — an estimated $9.03K sold.

Kiker Wealth Management first reported a position in BHK in Q1 2025 and held it in 2 quarters. The position peaked at $10.1K in Q1 2025. 108 funds tracked by Wall St. Rank hold BHK as of Q3 2025.

  • Kiker Wealth Management reported no remaining BlackRock Core Bond Trust position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 929 BlackRock Core Bond Trust shares in Q3 2025, an estimated $9.03K.
  • Kiker Wealth Management first reported a position in BlackRock Core Bond Trust in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's BlackRock Core Bond Trust position peaked at $10.1K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.