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MWM
Melfa Wealth Management’s
BlackRock Core Bond Trust
BHK
Stock Holding History
Melfa Wealth Management’s Portfolio
BHK Stock Details
BHK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.12M
Hold
122,729
–
–
0.65%
39
2025
Q4
$1.18M
Hold
122,729
–
–
0.68%
35
2025
Q3
$1.22M
Buy
122,729
+16,075
+15%
+$156K
0.72%
37
2025
Q2
$1.04M
Buy
106,654
+19,500
+22%
+$197K
0.66%
38
2025
Q1
$946K
Sell
87,154
-3,500
-4%
-$37K
0.64%
41
2024
Q4
$948K
Hold
90,654
–
–
0.63%
43
2024
Q3
$1.09M
Hold
90,654
–
–
0.72%
36
2024
Q2
$965K
Hold
90,654
–
–
0.67%
40
2024
Q1
$979K
Sell
90,654
-938
-1%
-$10K
0.71%
37
2023
Q4
$999K
Buy
91,592
+6,872
+8%
+$68.8K
0.94%
30
2023
Q3
$842K
Buy
84,720
+20,111
+31%
+$210K
0.92%
28
2023
Q2
$687K
Buy
64,609
+1,180
+2%
+$12.6K
0.7%
38
2023
Q1
$688K
Sell
63,429
-706
-1%
-$7.75K
0.69%
38
2022
Q4
$666K
Buy
+64,135
New
+$671K
0.7%
36
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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