WealthPLAN Partners’s BlackRock Core Bond Trust BHK Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-257	Closed	-$2.73K	–	389
2023 Q2	$2.73K	Hold	257	–	–	﹤0.01%	1029
2023 Q1	$2.79K	Buy	+257	New	+$2.82K	﹤0.01%	1091

Other funds holding BHK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's BHK Position: Q3 2023 in Review

WealthPLAN Partners sold out of BlackRock Core Bond Trust (BHK) in Q3 2023, closing a stake of 257 shares — an estimated $2.73K sold.

WealthPLAN Partners first reported a position in BHK in Q1 2023 and held it in 2 quarters. The position peaked at $2.79K in Q1 2023. 97 funds tracked by Wall St. Rank hold BHK as of Q3 2023.

WealthPLAN Partners reported no remaining BlackRock Core Bond Trust position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 257 BlackRock Core Bond Trust shares in Q3 2023, an estimated $2.73K.
WealthPLAN Partners first reported a position in BlackRock Core Bond Trust in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's BlackRock Core Bond Trust position peaked at $2.79K in Q1 2023.
97 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.