Kovitz Investment Group Partners
BHK icon

Kovitz Investment Group Partners’s BlackRock Core Bond Trust BHK Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-69,613
Closed -$692K – 542
2025
Q3 		$692K Buy
69,613
+3,133
+5% +$30.3K ﹤0.01% 933
2025
Q2 		$646K Buy
+66,480
New +$673K ﹤0.01% 904

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Invesco
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RCM
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1CP
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Kovitz Investment Group Partners's BHK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BlackRock Core Bond Trust (BHK) in Q4 2025, closing a stake of 69,613 shares — an estimated $692K sold.

Kovitz Investment Group Partners first reported a position in BHK in Q2 2025 and held it in 2 quarters. The position peaked at $692K in Q3 2025. 118 funds tracked by Wall St. Rank hold BHK as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining BlackRock Core Bond Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 69,613 BlackRock Core Bond Trust shares in Q4 2025, an estimated $692K.
  • Kovitz Investment Group Partners first reported a position in BlackRock Core Bond Trust in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's BlackRock Core Bond Trust position peaked at $692K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.