Selective Wealth Management’s BlackRock Core Bond Trust BHK Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-1,826	Closed	-$18K	–	177
2022 Q3	$18K	Hold	1,826	–	–	0.01%	438
2022 Q2	$21K	Hold	1,826	–	–	0.01%	454
2022 Q1	$24K	Hold	1,826	–	–	0.01%	418
2021 Q4	$30K	Buy	+1,826	New	+$30K	0.01%	349

Other funds holding BHK

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Selective Wealth Management's BHK Position: Q4 2022 in Review

Selective Wealth Management sold out of BlackRock Core Bond Trust (BHK) in Q4 2022, closing a stake of 1,826 shares — an estimated $18K sold.

Selective Wealth Management first reported a position in BHK in Q4 2021 and held it in 4 quarters. The position peaked at $30K in Q4 2021. 103 funds tracked by Wall St. Rank hold BHK as of Q4 2022.

Selective Wealth Management reported no remaining BlackRock Core Bond Trust position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,826 BlackRock Core Bond Trust shares in Q4 2022, an estimated $18K.
Selective Wealth Management first reported a position in BlackRock Core Bond Trust in Q4 2021 and held it in 4 quarters.
Selective Wealth Management's BlackRock Core Bond Trust position peaked at $30K in Q4 2021.
103 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.