Sax Wealth Advisors
BHK icon

Sax Wealth Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Sax Wealth 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
2022
Q3 		– Sell
-11,918
Closed -$135K – 161
2022
Q2 		$135K Sell
11,918
-1,240
-9% -$14.7K 0.03% 161
2022
Q1 		$171K Sell
13,158
-302
-2% -$4.17K 0.04% 171
2021
Q4 		$222K Hold
13,460
– – 0.05% 165
2021
Q3 		$223K Sell
13,460
-1,550
-10% -$25.7K 0.05% 157
2021
Q2 		$248K Sell
15,010
-1,551
-9% -$24.7K 0.09% 133
2021
Q1 		$260K Hold
16,561
– – 0.1% 120
2020
Q4 		$270K Buy
+16,561
New +$262K 0.12% 105

Other funds holding BHK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sax Wealth Advisors's BHK Position: Q3 2022 in Review

Sax Wealth Advisors sold out of BlackRock Core Bond Trust (BHK) in Q3 2022, closing a stake of 11,918 shares — an estimated $135K sold.

Sax Wealth Advisors first reported a position in BHK in Q4 2020 and held it in 7 quarters. The position peaked at $270K in Q4 2020. 105 funds tracked by Wall St. Rank hold BHK as of Q3 2022.

  • Sax Wealth Advisors reported no remaining BlackRock Core Bond Trust position as of Q3 2022 after selling out during the quarter.
  • Sax Wealth Advisors sold 11,918 BlackRock Core Bond Trust shares in Q3 2022, an estimated $135K.
  • Sax Wealth Advisors first reported a position in BlackRock Core Bond Trust in Q4 2020 and held it in 7 quarters.
  • Sax Wealth Advisors's BlackRock Core Bond Trust position peaked at $270K in Q4 2020.
  • 105 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2022.

Based on Sax Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.