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BlackRock Core Bond Trust shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson 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 Tolleson 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $356k 30k 12.05
2024-03-31 $356k 33k 10.81
2023-12-31 $359k 33k 10.90

More positions owned by Tolleson Wealth Management

Ishares U.s. Equity Factor Etf Etf (LRGF)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares International Equity Factor Etf Etf (INTF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Russell Mid-cap Growth Etf Etf (IWP)

View all positions for Tolleson 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