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BHK icon

SteelPeak Wealth’s BlackRock Core Bond Trust BHK Stock Holding History

SteelPeak Wealth’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
-12,700
Closed -$127K – 421
2022
Q3 		$127K Sell
12,700
-3,000
-19% -$34.4K 0.01% 376
2022
Q2 		$178K Hold
15,700
– – 0.01% 374
2022
Q1 		$204K Sell
15,700
-1,350
-8% -$18.7K 0.01% 397
2021
Q4 		$281K Sell
17,050
-3,500
-17% -$57.4K 0.02% 335
2021
Q3 		$340K Hold
20,550
– – 0.02% 310
2021
Q2 		$339K Sell
20,550
-1,144
-5% -$18.2K 0.02% 319
2021
Q1 		$341K Hold
21,694
– – 0.03% 283
2020
Q4 		$354K Sell
21,694
-7,400
-25% -$117K 0.03% 244
2020
Q3 		$456K Buy
+29,094
New +$459K 0.05% 176

Other funds holding BHK

Morgan Stanley
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SteelPeak Wealth's BHK Position: Q4 2022 in Review

SteelPeak Wealth sold out of BlackRock Core Bond Trust (BHK) in Q4 2022, closing a stake of 12,700 shares — an estimated $127K sold.

SteelPeak Wealth first reported a position in BHK in Q3 2020 and held it in 9 quarters. The position peaked at $456K in Q3 2020. 103 funds tracked by Wall St. Rank hold BHK as of Q4 2022.

  • SteelPeak Wealth reported no remaining BlackRock Core Bond Trust position as of Q4 2022 after selling out during the quarter.
  • SteelPeak Wealth sold 12,700 BlackRock Core Bond Trust shares in Q4 2022, an estimated $127K.
  • SteelPeak Wealth first reported a position in BlackRock Core Bond Trust in Q3 2020 and held it in 9 quarters.
  • SteelPeak Wealth's BlackRock Core Bond Trust position peaked at $456K in Q3 2020.
  • 103 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2022.

Based on SteelPeak Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.