Mesirow Financial Investment Management’s BlackRock Core Bond Trust BHK Stock Holding History

Mesirow Financial Investment 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
2026 Q2	$844K	Buy	92,009 +17,794	+24%	+$162K	0.01%	293
2026 Q1	$680K	Sell	74,215 -11,537	-13%	-$109K	0.01%	315
2025 Q4	$822K	Buy	85,752 +11,581	+16%	+$112K	0.02%	264
2025 Q3	$737K	Buy	74,171 +154	+0.2%	+$1.49K	0.01%	306
2025 Q2	$719K	Buy	74,017 +49,662	+204%	+$503K	0.01%	300
2025 Q1	$264K	Buy	24,355 +11,747	+93%	+$124K	0.01%	485
2024 Q4	$132K	Buy	12,608 +128	+1%	+$1.45K	﹤0.01%	567
2024 Q3	$150K	Buy	12,480 +120	+1%	+$1.36K	﹤0.01%	560
2024 Q2	$132K	Buy	12,360 +128	+1%	+$1.35K	﹤0.01%	482
2024 Q1	$132K	Buy	12,232 +124	+1%	+$1.32K	﹤0.01%	496
2023 Q4	$132K	Buy	+12,108	New	+$121K	﹤0.01%	532

Other funds holding BHK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWMAI

PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

Mesirow Financial Investment Management's BHK Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its BlackRock Core Bond Trust (BHK) stake by 24% in Q2 2026, buying an estimated $162K and bringing the position to 92,009 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #293.

Mesirow Financial Investment Management first reported a position in BHK in Q4 2023 and has held it in 11 quarters since. 55 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

Mesirow Financial Investment Management held 92,009 shares of BlackRock Core Bond Trust worth $844K as of Q2 2026.
Mesirow Financial Investment Management bought 17,794 BlackRock Core Bond Trust shares in Q2 2026, an estimated $162K.
BlackRock Core Bond Trust made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #293 holding.
Mesirow Financial Investment Management first reported a position in BlackRock Core Bond Trust in Q4 2023 and has held it in 11 quarters since.
55 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.