KA
BHK icon

Kovack Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Kovack Advisors’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 		$195K Buy
21,260
+535
+3% +$5.06K 0.01% 939
2025
Q4 		$199K Buy
20,725
+5
+0% +$49 0.01% 953
2025
Q3 		$206K Buy
20,720
+80
+0.4% +$775 0.02% 569
2025
Q2 		$201K Buy
20,640
+30
+0.1% +$304 0.02% 567
2025
Q1 		$224K Buy
20,610
+130
+0.6% +$1.37K 0.02% 505
2024
Q4 		$214K Buy
20,480
+45
+0.2% +$508 0.02% 550
2024
Q3 		$246K Buy
20,435
+155
+0.8% +$1.76K 0.03% 495
2024
Q2 		$216K Buy
20,280
+50
+0.2% +$528 0.02% 507
2024
Q1 		$218K Hold
20,230
– – 0.03% 421
2023
Q4 		$221K Buy
20,230
+50
+0.2% +$501 0.03% 498
2023
Q3 		$201K Buy
20,180
+110
+0.5% +$1.15K 0.03% 492
2023
Q2 		$214K Buy
20,070
+81
+0.4% +$867 0.03% 500
2023
Q1 		$217K Buy
19,989
+95
+0.5% +$1.04K 0.03% 497
2022
Q4 		$207K Buy
+19,894
New +$208K 0.03% 510
2022
Q3 		– Sell
-19,951
Closed -$226K – 576
2022
Q2 		$226K Buy
19,951
+72
+0.4% +$853 0.03% 535
2022
Q1 		$258K Buy
19,879
+74
+0.4% +$1.02K 0.03% 569
2021
Q4 		$327K Buy
19,805
+2,101
+12% +$34.5K 0.03% 498
2021
Q3 		$293K Buy
17,704
+374
+2% +$6.21K 0.03% 540
2021
Q2 		$286K Buy
17,330
+65
+0.4% +$1.03K 0.03% 535
2021
Q1 		$271K Buy
17,265
+310
+2% +$4.92K 0.04% 501
2020
Q4 		$276K Buy
16,955
+1,690
+11% +$26.8K 0.04% 436
2020
Q3 		$239K Buy
15,265
+575
+4% +$9.08K 0.04% 370
2020
Q2 		$226K Hold
14,690
– – 0.04% 377
2020
Q1 		$194K Hold
14,690
– – 0.04% 377
2019
Q4 		$214K Buy
14,690
+2,215
+18% +$32K 0.04% 440
2019
Q3 		$180K Buy
+12,475
New +$178K 0.04% 433

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

Kovack Advisors's BHK Position: Q1 2026 in Review

Kovack Advisors increased its BlackRock Core Bond Trust (BHK) stake by 2.6% in Q1 2026, buying an estimated $5.06K and bringing the position to 21,260 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #939.

Kovack Advisors first reported a position in BHK in Q3 2019 and has held it in 26 quarters since. The position peaked at $327K in Q4 2021. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • Kovack Advisors held 21,260 shares of BlackRock Core Bond Trust worth $195K as of Q1 2026.
  • Kovack Advisors bought 535 BlackRock Core Bond Trust shares in Q1 2026, an estimated $5.06K.
  • BlackRock Core Bond Trust made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #939 holding.
  • Kovack Advisors first reported a position in BlackRock Core Bond Trust in Q3 2019 and has held it in 26 quarters since.
  • Kovack Advisors's BlackRock Core Bond Trust position peaked at $327K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.