Taylor & Morgan Wealth Management’s BlackRock Core Bond Trust BHK Stock Holding History

Taylor & Morgan 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
2023 Q1	–	Sell	-11,465	Closed	-$119K	–	66
2022 Q4	$119K	Hold	11,465	–	–	0.11%	63
2022 Q3	$115K	Hold	11,465	–	–	0.11%	61
2022 Q2	$130K	Hold	11,465	–	–	0.12%	63
2022 Q1	$149K	Hold	11,465	–	–	0.12%	61
2021 Q4	$189K	Buy	+11,465	New	+$188K	0.15%	63

Other funds holding BHK

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Taylor & Morgan Wealth Management's BHK Position: Q1 2023 in Review

Taylor & Morgan Wealth Management sold out of BlackRock Core Bond Trust (BHK) in Q1 2023, closing a stake of 11,465 shares — an estimated $119K sold.

Taylor & Morgan Wealth Management first reported a position in BHK in Q4 2021 and held it in 5 quarters. The position peaked at $189K in Q4 2021. 98 funds tracked by Wall St. Rank hold BHK as of Q1 2023.

Taylor & Morgan Wealth Management reported no remaining BlackRock Core Bond Trust position as of Q1 2023 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 11,465 BlackRock Core Bond Trust shares in Q1 2023, an estimated $119K.
Taylor & Morgan Wealth Management first reported a position in BlackRock Core Bond Trust in Q4 2021 and held it in 5 quarters.
Taylor & Morgan Wealth Management's BlackRock Core Bond Trust position peaked at $189K in Q4 2021.
98 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2023.

Based on Taylor & Morgan Wealth Management's 13F filing for Q1 2023, filed 6 Apr 2023.