Shulman DeMeo Asset Management’s BlackRock Core Bond Trust BHK Stock Holding History

Shulman DeMeo Asset 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
2026 Q2	$198K	Sell	21,577 -1,042	-5%	-$9.46K	0.04%	137
2026 Q1	$207K	Buy	+22,619	New	+$214K	0.04%	129
2025 Q4	–	Sell	-24,009	Closed	-$239K	–	120
2025 Q3	$239K	Sell	24,009 -1,413	-6%	-$13.7K	0.05%	105
2025 Q2	$247K	Sell	25,422 -131	-0.5%	-$1.33K	0.06%	97
2025 Q1	$277K	Buy	+25,553	New	+$270K	0.08%	94
2024 Q4	–	Sell	-26,921	Closed	-$324K	–	120
2024 Q3	$324K	Sell	26,921 -1,052	-4%	-$11.9K	0.08%	95
2024 Q2	$298K	Hold	27,973	–	–	0.08%	97
2024 Q1	$302K	Sell	27,973 -129	-0.5%	-$1.38K	0.08%	101
2023 Q4	$307K	Hold	28,102	–	–	0.09%	98
2023 Q3	$279K	Sell	28,102 -345	-1%	-$3.6K	0.09%	97
2023 Q2	$303K	Sell	28,447 -466	-2%	-$4.99K	0.09%	96
2023 Q1	$313K	Hold	28,913	–	–	0.1%	95
2022 Q4	$300K	Sell	28,913 -478	-2%	-$5K	0.1%	97
2022 Q3	$294K	Sell	29,391 -371	-1%	-$4.26K	0.1%	95
2022 Q2	$337K	Sell	29,762 -329	-1%	-$3.9K	0.11%	92
2022 Q1	$391K	Sell	30,091 -357	-1%	-$4.93K	0.11%	93
2021 Q4	$503K	Sell	30,448 -1,080	-3%	-$17.7K	0.13%	72
2021 Q3	$522K	Sell	31,528 -377	-1%	-$6.26K	0.45%	40
2021 Q2	$527K	Buy	+31,905	New	+$508K	0.2%	30
2021 Q1	–	Sell	-32,326	Closed	-$527K	–	137
2020 Q4	$527K	Buy	+32,326	New	+$512K	0.15%	64
2020 Q3	–	Sell	-34,768	Closed	-$534K	–	119
2020 Q2	$534K	Buy	+34,768	New	+$513K	0.21%	50
2020 Q1	–	Sell	-36,170	Closed	-$527K	–	104
2019 Q4	$527K	Buy	+36,170	New	+$522K	0.18%	60
2019 Q3	–	Sell	-36,846	Closed	-$518K	–	133
2019 Q2	$518K	Sell	36,846 -577	-2%	-$7.83K	0.19%	55
2019 Q1	$503K	Sell	37,423 -260	-0.7%	-$3.37K	0.19%	52
2018 Q4	$460K	Buy	+37,683	New	+$464K	0.25%	34

Other funds holding BHK

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Shulman DeMeo Asset Management's BHK Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its BlackRock Core Bond Trust (BHK) stake by 4.6% in Q2 2026, selling an estimated $9.46K and leaving 21,577 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #137.

Shulman DeMeo Asset Management first reported a position in BHK in Q4 2018 and has held it in 25 quarters since. The position peaked at $534K in Q2 2020. 25 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

Shulman DeMeo Asset Management held 21,577 shares of BlackRock Core Bond Trust worth $198K as of Q2 2026.
Shulman DeMeo Asset Management sold 1,042 BlackRock Core Bond Trust shares in Q2 2026, an estimated $9.46K.
BlackRock Core Bond Trust made up 0.04% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #137 holding.
Shulman DeMeo Asset Management first reported a position in BlackRock Core Bond Trust in Q4 2018 and has held it in 25 quarters since.
Shulman DeMeo Asset Management's BlackRock Core Bond Trust position peaked at $534K in Q2 2020.
25 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.