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BlackRock Core Bond Trust shares owned by Iams Wealth Management

Quarter-by-quarter ownership of BlackRock Core Bond Trust (BHK) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in BlackRock Core Bond Trust

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Core Bond Trust held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Core Bond Trust by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 20k 12.04
2024-06-30 $213k 20k 10.65

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Value Line Divid In SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Growth Strength (FTGS)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Iams Wealth Management

Top funds holding BlackRock Core Bond Trust

Morgan Stanley
LPL Financial
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Invesco
Sym Financial Corporation
Bank of America Corporation
Raymond James & Associates
Raymond James Financial Services Advisors
Dynamic Advisors Solutions
Rockefeller Capital Management
Private Advisor
International Assets Investment Management
Fiera Capital Corporation
Family Firm

View all funds holding BlackRock Core Bond Trust