Wealthcare Advisory Partners’s BlackRock Core Bond Trust BHK Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-1,000	Closed	-$16K	–	684
2021 Q1	$16K	Buy	+1,000	New	+$15.9K	﹤0.01%	1279
2020 Q2	–	Sell	-1,000	Closed	-$13K	–	414
2020 Q1	$13K	Hold	1,000	–	–	﹤0.01%	841
2019 Q4	$15K	Hold	1,000	–	–	﹤0.01%	835
2019 Q3	$14K	Buy	+1,000	New	+$14.3K	﹤0.01%	838

Other funds holding BHK

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Wealthcare Advisory Partners's BHK Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of BlackRock Core Bond Trust (BHK) in Q2 2021, closing a stake of 1,000 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in BHK in Q3 2019 and held it in 4 quarters. The position peaked at $16K in Q1 2021. 111 funds tracked by Wall St. Rank hold BHK as of Q2 2021.

Wealthcare Advisory Partners reported no remaining BlackRock Core Bond Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,000 BlackRock Core Bond Trust shares in Q2 2021, an estimated $16K.
Wealthcare Advisory Partners first reported a position in BlackRock Core Bond Trust in Q3 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's BlackRock Core Bond Trust position peaked at $16K in Q1 2021.
111 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.