Masso Torrence Wealth Management’s BlackRock Core Bond Trust BHK Stock Holding History

Masso Torrence 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
2022 Q1	–	Sell	-1,786	Closed	-$29K	–	98
2021 Q4	$29K	Buy	+1,786	New	+$29.3K	0.02%	190

Other funds holding BHK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SIA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Masso Torrence Wealth Management's BHK Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of BlackRock Core Bond Trust (BHK) in Q1 2022, closing a stake of 1,786 shares — an estimated $29K sold.

Masso Torrence Wealth Management first reported a position in BHK in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 109 funds tracked by Wall St. Rank hold BHK as of Q1 2022.

Masso Torrence Wealth Management reported no remaining BlackRock Core Bond Trust position as of Q1 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 1,786 BlackRock Core Bond Trust shares in Q1 2022, an estimated $29K.
Masso Torrence Wealth Management first reported a position in BlackRock Core Bond Trust in Q4 2021 and held it in 1 quarter.
Masso Torrence Wealth Management's BlackRock Core Bond Trust position peaked at $29K in Q4 2021.
109 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.