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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
Q2 		$101K Hold
11,000
– – 0.03% 118
2026
Q1 		$101K Buy
+11,000
New +$104K 0.03% 113

Other funds holding BHK

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Morgan Stanley
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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

Westbourne Investment Advisors's BHK Position: Q2 2026 in Review

Westbourne Investment Advisors held its BlackRock Core Bond Trust (BHK) position steady in Q2 2026 at 11,000 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #118.

Westbourne Investment Advisors first reported a position in BHK in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

  • Westbourne Investment Advisors held 11,000 shares of BlackRock Core Bond Trust worth $101K as of Q2 2026.
  • Westbourne Investment Advisors left its BlackRock Core Bond Trust share count unchanged in Q2 2026.
  • BlackRock Core Bond Trust made up 0.03% of Westbourne Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Westbourne Investment Advisors first reported a position in BlackRock Core Bond Trust in Q1 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.