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Westbourne Investment Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Westbourne Investment Advisors’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
Q1 		$101K Buy
+11,000
New +$104K 0.03% 113

Other funds holding BHK

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Westbourne Investment Advisors's BHK Position: Q1 2026 in Review

Westbourne Investment Advisors opened a new position in BlackRock Core Bond Trust (BHK) in Q1 2026: 11,000 shares worth $101K. The stake represents 0.03% of the portfolio and ranks #113 among its holdings.

102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • Westbourne Investment Advisors held 11,000 shares of BlackRock Core Bond Trust worth $101K as of Q1 2026.
  • BlackRock Core Bond Trust was a new Westbourne Investment Advisors position in Q1 2026.
  • BlackRock Core Bond Trust made up 0.03% of Westbourne Investment Advisors's portfolio in Q1 2026, its #113 holding.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.