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 New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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.