Nations Financial Group’s BlackRock Core Bond Trust BHK Stock Holding History

Nations Financial Group’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	-11,000	Closed	-$182K	–	525
2021 Q4	$182K	Buy	+11,000	New	+$181K	0.02%	462

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

Nations Financial Group's BHK Position: Q1 2022 in Review

Nations Financial Group sold out of BlackRock Core Bond Trust (BHK) in Q1 2022, closing a stake of 11,000 shares — an estimated $182K sold.

Nations Financial Group first reported a position in BHK in Q4 2021 and held it in 1 quarter. The position peaked at $182K in Q4 2021. 109 funds tracked by Wall St. Rank hold BHK as of Q1 2022.

Nations Financial Group reported no remaining BlackRock Core Bond Trust position as of Q1 2022 after selling out during the quarter.
Nations Financial Group sold 11,000 BlackRock Core Bond Trust shares in Q1 2022, an estimated $182K.
Nations Financial Group first reported a position in BlackRock Core Bond Trust in Q4 2021 and held it in 1 quarter.
Nations Financial Group's BlackRock Core Bond Trust position peaked at $182K in Q4 2021.
109 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2022.

Based on Nations Financial Group's 13F filing for Q1 2022, filed 13 May 2022.