MCC
BHK icon

Money Concepts Capital’s BlackRock Core Bond Trust BHK Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,689
Closed -$17.5K – 711
2022
Q4 		$17.5K Buy
+1,689
New +$17.7K ﹤0.01% 1739
2022
Q2 		– Sell
-2,653
Closed -$34K – 1552
2022
Q1 		$34K Buy
+2,653
New +$36.7K ﹤0.01% 1382

Other funds holding BHK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's BHK Position: Q1 2023 in Review

Money Concepts Capital sold out of BlackRock Core Bond Trust (BHK) in Q1 2023, closing a stake of 1,689 shares — an estimated $17.5K sold.

Money Concepts Capital first reported a position in BHK in Q1 2022 and held it in 2 quarters. The position peaked at $34K in Q1 2022. 98 funds tracked by Wall St. Rank hold BHK as of Q1 2023.

  • Money Concepts Capital reported no remaining BlackRock Core Bond Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,689 BlackRock Core Bond Trust shares in Q1 2023, an estimated $17.5K.
  • Money Concepts Capital first reported a position in BlackRock Core Bond Trust in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's BlackRock Core Bond Trust position peaked at $34K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.