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

MBE 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
2020 Q2	–	Sell	-1,074	Closed	-$14K	–	92
2020 Q1	$14K	Buy	+1,074	New	+$15.7K	0.01%	257

Other funds holding BHK

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIA

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

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

PPA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MBE Wealth Management's BHK Position: Q2 2020 in Review

MBE Wealth Management sold out of BlackRock Core Bond Trust (BHK) in Q2 2020, closing a stake of 1,074 shares — an estimated $14K sold.

MBE Wealth Management first reported a position in BHK in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 102 funds tracked by Wall St. Rank hold BHK as of Q2 2020.

MBE Wealth Management reported no remaining BlackRock Core Bond Trust position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 1,074 BlackRock Core Bond Trust shares in Q2 2020, an estimated $14K.
MBE Wealth Management first reported a position in BlackRock Core Bond Trust in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's BlackRock Core Bond Trust position peaked at $14K in Q1 2020.
102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.