KWM
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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

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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. 107 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.
  • 107 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.