WPG Advisers’s BlackRock Core Bond Trust BHK Stock Holding History

WPG Advisers’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
2025 Q1	–	Sell	-866	Closed	-$9.06K	–	1444
2024 Q4	$9.06K	Buy	+866	New	+$9.78K	0.01%	660

Other funds holding BHK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WPG Advisers's BHK Position: Q1 2025 in Review

WPG Advisers sold out of BlackRock Core Bond Trust (BHK) in Q1 2025, closing a stake of 866 shares — an estimated $9.06K sold.

WPG Advisers first reported a position in BHK in Q4 2024 and held it in 1 quarter. The position peaked at $9.06K in Q4 2024. 94 funds tracked by Wall St. Rank hold BHK as of Q1 2025.

WPG Advisers reported no remaining BlackRock Core Bond Trust position as of Q1 2025 after selling out during the quarter.
WPG Advisers sold 866 BlackRock Core Bond Trust shares in Q1 2025, an estimated $9.06K.
WPG Advisers first reported a position in BlackRock Core Bond Trust in Q4 2024 and held it in 1 quarter.
WPG Advisers's BlackRock Core Bond Trust position peaked at $9.06K in Q4 2024.
94 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2025.

Based on WPG Advisers's 13F filing for Q1 2025, filed 15 May 2025.