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

Legacy 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
2024
Q2 		– Sell
-10,074
Closed -$109K – 331
2024
Q1 		$109K Hold
10,074
– – 0.01% 308
2023
Q4 		$110K Buy
+10,074
New +$101K 0.01% 301

Other funds holding BHK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Legacy Advisors's BHK Position: Q2 2024 in Review

Legacy Advisors sold out of BlackRock Core Bond Trust (BHK) in Q2 2024, closing a stake of 10,074 shares — an estimated $109K sold.

Legacy Advisors first reported a position in BHK in Q4 2023 and held it in 2 quarters. The position peaked at $110K in Q4 2023. 95 funds tracked by Wall St. Rank hold BHK as of Q2 2024.

  • Legacy Advisors reported no remaining BlackRock Core Bond Trust position as of Q2 2024 after selling out during the quarter.
  • Legacy Advisors sold 10,074 BlackRock Core Bond Trust shares in Q2 2024, an estimated $109K.
  • Legacy Advisors first reported a position in BlackRock Core Bond Trust in Q4 2023 and held it in 2 quarters.
  • Legacy Advisors's BlackRock Core Bond Trust position peaked at $110K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2024.

Based on Legacy Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.