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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

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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. 103 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.
  • 103 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.