SFS
BHK icon

Shaker Financial Services’s BlackRock Core Bond Trust BHK Stock Holding History

Shaker Financial Services’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
2025
Q4 		– Sell
-24,200
Closed -$241K – 166
2025
Q3 		$241K Buy
+24,200
New +$234K 0.08% 137
2020
Q4 		– Sell
-14,700
Closed -$230K – 169
2020
Q3 		$230K Buy
+14,700
New +$232K 0.12% 137
2018
Q1 		– Sell
-20,500
Closed -$288K – 112
2017
Q4 		$288K Buy
+20,500
New +$288K 0.14% 106
2013
Q3 		– Sell
-121,708
Closed -$1.6M – 161
2013
Q2 		$1.6M Buy
+121,708
New +$1.74M 1.18% 27

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Shaker Financial Services's BHK Position: Q4 2025 in Review

Shaker Financial Services sold out of BlackRock Core Bond Trust (BHK) in Q4 2025, closing a stake of 24,200 shares — an estimated $241K sold.

Shaker Financial Services first reported a position in BHK in Q2 2013 and held it in 4 quarters. The position peaked at $1.6M in Q2 2013. 117 funds tracked by Wall St. Rank hold BHK as of Q4 2025.

  • Shaker Financial Services reported no remaining BlackRock Core Bond Trust position as of Q4 2025 after selling out during the quarter.
  • Shaker Financial Services sold 24,200 BlackRock Core Bond Trust shares in Q4 2025, an estimated $241K.
  • Shaker Financial Services first reported a position in BlackRock Core Bond Trust in Q2 2013 and held it in 4 quarters.
  • Shaker Financial Services's BlackRock Core Bond Trust position peaked at $1.6M in Q2 2013.
  • 117 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2025.

Based on Shaker Financial Services's 13F filing for Q4 2025, filed 26 Jan 2026.