TWM
Tolleson Wealth Management’s BlackRock Core Bond Trust BHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
29,548
| – | – | 0.05% | 76 |
|
|
2025
Q1 | $321K | Hold |
29,548
| – | – | 0.06% | 73 |
|
|
2024
Q4 | $309K | Hold |
29,548
| – | – | 0.06% | 82 |
|
|
2024
Q3 | $356K | Sell |
29,548
-2,416
| -8% | -$29.1K | 0.07% | 64 |
|
|
2024
Q2 | $340K | Sell |
31,964
-976
| -3% | -$10.4K | 0.07% | 68 |
|
|
2024
Q1 | $356K | Hold |
32,940
| – | – | 0.07% | 67 |
|
|
2023
Q4 | $359K | Buy |
+32,940
| New | +$359K | 0.07% | 68 |
|