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RVW Wealth’s BlackRock Core Bond Trust BHK Stock Holding History

RVW Wealth’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
Q4 		– Sell
-24,800
Closed -$247K – 169
2023
Q3 		$247K Hold
24,800
– – 0.03% 115
2023
Q2 		$264K Hold
24,800
– – 0.03% 123
2023
Q1 		$269K Buy
+24,800
New +$272K 0.03% 121

Other funds holding BHK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

RVW Wealth's BHK Position: Q4 2023 in Review

RVW Wealth sold out of BlackRock Core Bond Trust (BHK) in Q4 2023, closing a stake of 24,800 shares — an estimated $247K sold.

RVW Wealth first reported a position in BHK in Q1 2023 and held it in 3 quarters. The position peaked at $269K in Q1 2023. 105 funds tracked by Wall St. Rank hold BHK as of Q4 2023.

  • RVW Wealth reported no remaining BlackRock Core Bond Trust position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 24,800 BlackRock Core Bond Trust shares in Q4 2023, an estimated $247K.
  • RVW Wealth first reported a position in BlackRock Core Bond Trust in Q1 2023 and held it in 3 quarters.
  • RVW Wealth's BlackRock Core Bond Trust position peaked at $269K in Q1 2023.
  • 105 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.