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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
2025-06-30 $194k 20k 9.72
2025-03-31 $217k 20k 10.85
2024-12-31 $209k 20k 10.46
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 S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasd Tech Div (TDIV)
United Parcel Service CL B (UPS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Core Investment (FTCB)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

Top funds holding BlackRock Core Bond Trust

Sit Investment Associates
Morgan Stanley
Karpus Investment Management
UBS Group
Guggenheim Capital, LLC Managers
LPL Financial
Invesco
Polar Securities
Wells Fargo & Company
Raymond James Financial
Private Advisor
Rockefeller Capital Management
Dynamic Advisors Solutions
Absolute Investment Advisers
Fiera Capital Corporation

View all funds holding BlackRock Core Bond Trust