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

Spire 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
2024 Q2	–	Sell	-480	Closed	-$5.18K	–	2224
2024 Q1	$5.18K	Hold	480	–	–	﹤0.01%	1916
2023 Q4	$5.05K	Hold	480	–	–	﹤0.01%	1953
2023 Q3	$4.77K	Sell	480 -1,560	-76%	-$16.3K	﹤0.01%	1953
2023 Q2	$21.7K	Hold	2,040	–	–	﹤0.01%	1563
2023 Q1	$22.1K	Buy	+2,040	New	+$22.4K	﹤0.01%	1580
2022 Q3	–	Sell	-2,040	Closed	-$23K	–	2207
2022 Q2	$23K	Sell	2,040 -2,040	-50%	-$24.2K	﹤0.01%	1604
2022 Q1	$53K	Hold	4,080	–	–	﹤0.01%	1425
2021 Q4	$67K	Hold	4,080	–	–	﹤0.01%	1586
2021 Q3	$68K	Hold	4,080	–	–	﹤0.01%	1347
2021 Q2	$67K	Hold	4,080	–	–	﹤0.01%	1356
2021 Q1	$64K	Buy	+4,080	New	+$64.7K	﹤0.01%	1597

Other funds holding BHK

Morgan Stanley New York $1.66T AUM 25.57% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAS

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

Spire Wealth Management's BHK Position: Q2 2024 in Review

Spire Wealth Management sold out of BlackRock Core Bond Trust (BHK) in Q2 2024, closing a stake of 480 shares — an estimated $5.18K sold.

Spire Wealth Management first reported a position in BHK in Q1 2021 and held it in 11 quarters. The position peaked at $68K in Q3 2021. 95 funds tracked by Wall St. Rank hold BHK as of Q2 2024.

Spire Wealth Management reported no remaining BlackRock Core Bond Trust position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 480 BlackRock Core Bond Trust shares in Q2 2024, an estimated $5.18K.
Spire Wealth Management first reported a position in BlackRock Core Bond Trust in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's BlackRock Core Bond Trust position peaked at $68K in Q3 2021.
95 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.