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BHK icon

NewEdge Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

NewEdge Advisors’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
Q1 		– Sell
-77,498
Closed -$743K – 4159
2025
Q4 		$743K Buy
77,498
+4,963
+7% +$48.2K ﹤0.01% 1669
2025
Q3 		$721K Buy
72,535
+11,769
+19% +$114K ﹤0.01% 1601
2025
Q2 		$591K Buy
60,766
+9,848
+19% +$99.7K ﹤0.01% 1596
2025
Q1 		$552K Buy
50,918
+4,229
+9% +$44.7K ﹤0.01% 1534
2024
Q4 		$488K Buy
46,689
+1,507
+3% +$17K ﹤0.01% 1573
2024
Q3 		$544K Buy
45,182
+6,230
+16% +$70.6K ﹤0.01% 1434
2024
Q2 		$415K Buy
38,952
+26,279
+207% +$277K ﹤0.01% 1526
2024
Q1 		$137K Sell
12,673
-22,113
-64% -$236K ﹤0.01% 1964
2023
Q4 		$377K Buy
34,786
+3,450
+11% +$34.5K ﹤0.01% 1443
2023
Q3 		$311K Sell
31,336
-19,950
-39% -$208K ﹤0.01% 1411
2023
Q2 		$546K Buy
51,286
+6,400
+14% +$68.5K 0.01% 1141
2023
Q1 		$495K Buy
44,886
+5,350
+14% +$58.7K 0.01% 1118
2022
Q4 		$361K Buy
+39,536
New +$414K 0.01% 918
2022
Q3 		– Sell
-29,263
Closed -$331K – 1540
2022
Q2 		$331K Buy
29,263
+5,750
+24% +$68.1K 0.01% 1166
2022
Q1 		$306K Sell
23,513
-700
-3% -$9.67K ﹤0.01% 949
2021
Q4 		$399K Buy
+24,213
New +$397K 0.01% 1184

Other funds holding BHK

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors's BHK Position: Q1 2026 in Review

NewEdge Advisors sold out of BlackRock Core Bond Trust (BHK) in Q1 2026, closing a stake of 77,498 shares — an estimated $743K sold.

NewEdge Advisors first reported a position in BHK in Q4 2021 and held it in 16 quarters. The position peaked at $743K in Q4 2025. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • NewEdge Advisors reported no remaining BlackRock Core Bond Trust position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 77,498 BlackRock Core Bond Trust shares in Q1 2026, an estimated $743K.
  • NewEdge Advisors first reported a position in BlackRock Core Bond Trust in Q4 2021 and held it in 16 quarters.
  • NewEdge Advisors's BlackRock Core Bond Trust position peaked at $743K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.