Marex Group’s BlackRock Core Bond Trust BHK Stock Holding History

Marex Group’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	–	Sell	-22,901	Closed	-$220K	–	1033
2025 Q4	$220K	Buy	22,901 +2,209	+11%	+$21.4K	﹤0.01%	816
2025 Q3	$206K	Buy	+20,692	New	+$200K	﹤0.01%	711
2025 Q1	–	Sell	-47,368	Closed	-$495K	–	703
2024 Q4	$495K	Buy	+47,368	New	+$535K	0.01%	344
2024 Q3	–	Sell	-10,200	Closed	-$109K	–	637
2024 Q2	$109K	Buy	+10,200	New	+$108K	﹤0.01%	563

Other funds holding BHK

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marex Group's BHK Position: Q1 2026 in Review

Marex Group sold out of BlackRock Core Bond Trust (BHK) in Q1 2026, closing a stake of 22,901 shares — an estimated $220K sold.

Marex Group first reported a position in BHK in Q2 2024 and held it in 4 quarters. The position peaked at $495K in Q4 2024. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

Marex Group reported no remaining BlackRock Core Bond Trust position as of Q1 2026 after selling out during the quarter.
Marex Group sold 22,901 BlackRock Core Bond Trust shares in Q1 2026, an estimated $220K.
Marex Group first reported a position in BlackRock Core Bond Trust in Q2 2024 and held it in 4 quarters.
Marex Group's BlackRock Core Bond Trust position peaked at $495K in Q4 2024.
102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.