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West Branch Capital’s BlackRock Core Bond Trust BHK Stock Holding History

West Branch Capital’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 		$21.3K Buy
2,318
+57
+3% +$517 ﹤0.01% 184
2026
Q1 		$20.7K Buy
2,261
+545
+32% +$5.16K 0.01% 176
2025
Q4 		$16.5K Buy
1,716
+539
+46% +$5.23K ﹤0.01% 210
2025
Q3 		$11.7K Buy
1,177
+516
+78% +$5K ﹤0.01% 262
2025
Q2 		$6.43K Buy
661
+14
+2% +$142 ﹤0.01% 314
2025
Q1 		$7.02K Buy
647
+14
+2% +$148 ﹤0.01% 320
2024
Q4 		$6.63K Buy
633
+12
+2% +$136 ﹤0.01% 314
2024
Q3 		$7.47K Buy
621
+12
+2% +$136 ﹤0.01% 300
2024
Q2 		$6.48K Buy
609
+13
+2% +$137 ﹤0.01% 310
2024
Q1 		$6.44K Buy
596
+12
+2% +$128 ﹤0.01% 309
2023
Q4 		$6.37K Buy
584
+13
+2% +$130 ﹤0.01% 315
2023
Q3 		$5.67K Buy
571
+12
+2% +$125 ﹤0.01% 324
2023
Q2 		$5.94K Buy
559
+12
+2% +$128 ﹤0.01% 332
2023
Q1 		$5.93K Buy
547
+11
+2% +$121 ﹤0.01% 334
2022
Q4 		$5.56K Buy
536
+7
+1% +$73 ﹤0.01% 330
2022
Q3 		$5K Hold
529
– – ﹤0.01% 340
2022
Q2 		$6K Hold
529
– – ﹤0.01% 316
2022
Q1 		$7K Hold
529
– – ﹤0.01% 322
2021
Q4 		$9K Hold
529
– – ﹤0.01% 333
2021
Q3 		$9K Hold
529
– – ﹤0.01% 316
2021
Q2 		$9K Buy
+529
New +$8.42K ﹤0.01% 331

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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

West Branch Capital's BHK Position: Q2 2026 in Review

West Branch Capital increased its BlackRock Core Bond Trust (BHK) stake by 2.5% in Q2 2026, buying an estimated $517 and bringing the position to 2,318 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

West Branch Capital first reported a position in BHK in Q2 2021 and has held it in 21 quarters since. 15 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

  • West Branch Capital held 2,318 shares of BlackRock Core Bond Trust worth $21.3K as of Q2 2026.
  • West Branch Capital bought 57 BlackRock Core Bond Trust shares in Q2 2026, an estimated $517.
  • BlackRock Core Bond Trust made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #184 holding.
  • West Branch Capital first reported a position in BlackRock Core Bond Trust in Q2 2021 and has held it in 21 quarters since.
  • 15 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.