SGC
BHK icon

Slocum, Gordon & Co’s BlackRock Core Bond Trust BHK Stock Holding History

Slocum, Gordon & Co’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
Q2 		– Sell
-1,452
Closed -$15.8K – 128
2025
Q1 		$15.8K Hold
1,452
– – 0.01% 100
2024
Q4 		$15.2K Hold
1,452
– – 0.01% 103
2024
Q3 		$17.5K Hold
1,452
– – 0.01% 100
2024
Q2 		$15.5K Hold
1,452
– – 0.01% 110
2024
Q1 		$15.7K Hold
1,452
– – 0.01% 109
2023
Q4 		$15.8K Hold
1,452
– – 0.01% 108
2023
Q3 		$14.4K Hold
1,452
– – 0.01% 122
2023
Q2 		$15.4K Hold
1,452
– – 0.01% 112
2023
Q1 		$15.7K Hold
1,452
– – 0.01% 102
2022
Q4 		$15.1K Buy
+1,452
New +$15.2K 0.01% 100

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Slocum, Gordon & Co's BHK Position: Q2 2025 in Review

Slocum, Gordon & Co sold out of BlackRock Core Bond Trust (BHK) in Q2 2025, closing a stake of 1,452 shares — an estimated $15.8K sold.

Slocum, Gordon & Co first reported a position in BHK in Q4 2022 and held it in 10 quarters. The position peaked at $17.5K in Q3 2024. 111 funds tracked by Wall St. Rank hold BHK as of Q2 2025.

  • Slocum, Gordon & Co reported no remaining BlackRock Core Bond Trust position as of Q2 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 1,452 BlackRock Core Bond Trust shares in Q2 2025, an estimated $15.8K.
  • Slocum, Gordon & Co first reported a position in BlackRock Core Bond Trust in Q4 2022 and held it in 10 quarters.
  • Slocum, Gordon & Co's BlackRock Core Bond Trust position peaked at $17.5K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2025.

Based on Slocum, Gordon & Co's 13F filing for Q2 2025, filed 19 Aug 2025.