Wealth Enhancement Advisory Services
BHK icon

Wealth Enhancement Advisory Services’s BlackRock Core Bond Trust BHK Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$754K Sell
83,515
-16,106
-16% -$146K ﹤0.01% 2307
2026
Q1 		$911K Sell
99,621
-15,677
-14% -$148K ﹤0.01% 1865
2025
Q4 		$1.11M Buy
115,298
+16,850
+17% +$164K ﹤0.01% 1887
2025
Q3 		$995K Buy
98,448
+5,060
+5% +$49K ﹤0.01% 1870
2025
Q2 		$911K Buy
+93,388
New +$945K ﹤0.01% 1811

Other funds holding BHK

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM

Wealth Enhancement Advisory Services's BHK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its BlackRock Core Bond Trust (BHK) stake by 16% in Q2 2026, selling an estimated $146K and leaving 83,515 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Wealth Enhancement Advisory Services first reported a position in BHK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2025. 23 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 83,515 shares of BlackRock Core Bond Trust worth $754K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 16,106 BlackRock Core Bond Trust shares in Q2 2026, an estimated $146K.
  • BlackRock Core Bond Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2307 holding.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock Core Bond Trust in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's BlackRock Core Bond Trust position peaked at $1.11M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.