Vault-13

BLACKROCK CORE BD TR BHK

SHS BEN INT · Closed-End Fund · CUSIP 09249E101

105 institutional holders -13 vs Q4 2025
27,363,96927.4m shares reported held*
$250.7mreported value*
8 new 43 added 31 reduced 22 sold out net bought ≈ $929.9k (+101.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.16.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 106Q4 22: 105Q1 23: 99Q2 23: 98Q3 23: 98Q4 23: 107Q1 24: 103Q2 24: 97Q3 24: 93Q4 24: 96Q1 25: 97Q2 25: 113Q3 25: 108Q4 25: 118Q1 26: 105105Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022106
Q4 2022105
Q1 202399
Q2 202398
Q3 202398
Q4 2023107
Q1 2024103
Q2 202497
Q3 202493
Q4 202496
Q1 202597
Q2 2025113
Q3 2025108
Q4 2025118
Q1 2026105

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 43 bought or addedQ2 24: 37 cut or sold outQ3 24: 43 bought or addedQ3 24: 39 cut or sold outQ3 24Q4 24: 42 bought or addedQ4 24: 36 cut or sold outQ1 25: 44 bought or addedQ1 25: 36 cut or sold outQ1 25Q2 25: 64 bought or addedQ2 25: 35 cut or sold outQ3 25: 56 bought or addedQ3 25: 49 cut or sold outQ3 25Q4 25: 57 bought or addedQ4 25: 54 cut or sold outQ1 26: 51 bought or addedQ1 26: 53 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244337
Q3 20244339
Q4 20244236
Q1 20254436
Q2 20256435
Q3 20255649
Q4 20255754
Q1 20265153

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +221,633+221.6k
Allspring Global Investments Holdings, LLC Added +206,557+206.6k
MORGAN STANLEY Added +186,688+186.7k
LPL Financial LLC Added +147,702+147.7k
FIRST TRUST ADVISORS LP Added +132,527+132.5k
UBS Group AG Added +121,737+121.7k
OSAIC HOLDINGS, INC. Added +105,764+105.8k
Rockefeller Capital Management L.P. Added +104,199+104.2k
WELLS FARGO & COMPANY/MN Added +96,119+96.1k
1607 Capital Partners, LLC Added +86,573+86.6k

Biggest sellers

RIVERNORTH CAPITAL MANAGEMENT, LLC Sold out -498,111-498.1k
StoneX Group Inc. Sold out -175,000-175.0k
Beacon Pointe Advisors, LLC Reduced -131,035-131.0k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Reduced -122,241-122.2k
READYSTATE ASSET MANAGEMENT LP Sold out -100,390-100.4k
NewEdge Advisors, LLC Sold out -77,498-77.5k
Bramshill Investments, LLC Sold out -75,432-75.4k
BANK OF AMERICA CORP /DE/ Reduced -68,376-68.4k
Janney Montgomery Scott LLC Sold out -51,311-51.3k
Logan Stone Capital, LLC Sold out -45,829-45.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution new · filed 2025-07-07 13.9% new 10.1m≈ $92.2m 2025-07-07

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20241$1140——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 2.02% of their portfolio Minneapolis, MN 10,859,20610.9m $99.5m $99.5m 2.02% Added +221.6k +221,633
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,735,4312.7m $25.1m $25.1m 0.00% Added +186.7k +186,688
3 Karpus Management, Inc. 0.54% of their portfolio Pittsford, NY 1,879,5781.9m $17.2m $17.2m 0.54% Reduced -3.8k -3,787
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,376,1341.4m $12.6m $12.6m 0.00% Added +121.7k +121,737
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,190,8941.2m $10.9m $10.9m 0.00% Added +147.7k +147,702
6 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 1,128,9121.1m $10.3m $10.3m 0.08% Reduced -41.7k -41,730
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 719,424719.4k $6.6m $6.6m 0.00% Added +96.1k +96,119
8 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 679,052679.1k $6.2m $6.2m 0.00% Reduced -6.4k -6,404
9 1607 Capital Partners, LLC 0.36% of their portfolio Richmond, VA 540,667540.7k $5.0m $5.0m 0.36% Added +86.6k +86,573
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 438,984439.0k $4.0m $4.0m 0.00% Added +34.4k +34,375
11 Dynamic Advisor Solutions LLC 0.13% of their portfolio PHOENIX, AZ 433,567433.6k $4.0m $4.0m 0.13% Added +51.3k +51,262
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 349,875349.9k $3.2m $3.2m 0.00% Reduced -68.4k -68,376
13 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 349,001349.0k $3.2m $3.2m 0.01% Added +206.6k +206,557
14 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 339,588339.6k $3.1m $3.1m 0.01% Added +4.1k +4,107
15 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 324,216324.2k $3.0m $3.0m 0.01% Added +104.2k +104,199
16 ABSOLUTE INVESTMENT ADVISERS, LLC 0.34% of their portfolio ROSEMARY BEACH, FL 316,951317.0k $2.9m $2.9m 0.34% Unchanged
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 305,131305.1k $2.8m $2.8m 0.00% Added +105.8k +105,764
18 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 234,502234.5k $2.1m $2.1m 0.00% Added +132.5k +132,527
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 186,859186.9k $1.7m $1.7m 0.00% Added +13.2k +13,155
20 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 159,262159.3k $1.5m $1.5m 0.00% Reduced -891 -891
21 MELFA WEALTH MANAGEMENT, INC. 0.65% of their portfolio WESTBOROUGH, MA 122,729122.7k $1.1m $1.1m 0.65% Unchanged
22 ProVise Management Group, LLC 0.08% of their portfolio CLEARWATER, FL 116,046116.0k $1.1m $1.1m 0.08% Reduced -1.8k -1,800
23 PRIVATE TRUST CO NA 0.09% of their portfolio CLEVELAND, OH 114,919114.9k $1.1m $1.1m 0.09% Reduced -15.0k -15,000
24 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.29% of their portfolio WALTHAM, MA 106,462106.5k $975.2k $975.2k 0.29% Reduced -41.7k -41,658
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 100,505100.5k $921.0k $921.0k 0.00% Added +2.4k +2,410
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 99,62199.6k $910.5k $910.5k 0.00% Reduced -15.7k -15,677
27 IBEX WEALTH ADVISORS 0.08% of their portfolio BEDMINSTER, NJ 93,46493.5k $856.1k $856.1k 0.08% Added +510 +510
28 ECLECTIC ASSOCIATES INC /ADV 0.11% of their portfolio FULLERTON, CA 87,06687.1k $797.5k $797.5k 0.11% Added +33.8k +33,849
29 HUB Investment Partners, LLC 0.02% of their portfolio AUSTIN, TX 84,07584.1k $770.1k $770.1k 0.02% Unchanged
30 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 79,38679.4k $727.2k $727.2k 0.01% Reduced -28.3k -28,266
31 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 78,18778.2k $716.2k $716.2k 0.01% Reduced -19.4k -19,419
32 Mesirow Financial Investment Management, Inc. 0.01% of their portfolio CHICAGO, IL 74,21574.2k $679.8k $679.8k 0.01% Reduced -11.5k -11,537
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 70,71170.7k $647.0k $647.0k 0.00% Reduced -2.5k -2,499
34 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 70,11170.1k $642.2k $642.2k 0.00% Added +20 +20
35 Oder Investment Management, LLC 0.47% of their portfolio WOODLAND HILLS, CA 67,32667.3k $616.7k $616.7k 0.47% Added +293 +293
36 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 66,43166.4k $609.0k $609.0k 0.00% Added +13.0k +13,000
37 NWF Advisory Services Inc. 0.07% of their portfolio Los Angeles, CA 65,15065.2k $596.8k $596.8k 0.07% Added +300 +300
38 RHS Financial, LLC 0.27% of their portfolio SAN FRANCISCO, CA 62,07362.1k $568.6k $568.6k 0.27% Added +46.9k +46,878
39 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 60,68160.7k $555.8k $555.8k 0.02% Reduced -1.3k -1,340
40 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 59,10559.1k $541.4k $541.4k 0.00% Added +5.6k +5,551
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 58,09458.1k $532.1k $532.1k 0.00% Added +15.6k +15,620
42 Rareview Capital LLC 0.32% of their portfolio LAS VEGAS, NV 55,30855.3k $537.6k $537.6k 0.32% Unchanged
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 53,47853.5k $489.9k $489.9k 0.00% Added +8.8k +8,795
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 51,03851.0k $467.5k $467.5k 0.00% Added +3.9k +3,915
45 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 44,22544.2k $405.1k $405.1k 0.00% Reduced -131.0k -131,035
46 Accel Wealth Management 0.10% of their portfolio WAVERLY, IA 40,07540.1k $367.1k $367.1k 0.10% Reduced -9.6k -9,550
47 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 39,45939.5k $361.4k $361.4k 0.00% Added +37.6k +37,575
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 37,84037.8k $346.6k $346.6k 0.00% Added +25.4k +25,410
49 Hamrick Investment Counsel, llc 0.18% of their portfolio SEATTLE, WA 35,27635.3k $323.1k $323.1k 0.18% New
50 Clarity Financial LLC 0.03% of their portfolio Houston, TX 34,50834.5k $316.1k $316.1k 0.03% Reduced -5.5k -5,500
51 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio Englewood, NJ 34,24634.2k $313.7k $313.7k 0.02% Reduced -122.2k -122,241
52 Intellus Advisors LLC 0.04% of their portfolio NAPLES, FL 32,90432.9k $301.4k $301.4k 0.04% Added +479 +479
53 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 31,99632.0k $293.1k $293.1k 0.00% Reduced -4.8k -4,784
54 Tolleson Wealth Management, Inc. 0.04% of their portfolio DALLAS, TX 29,54829.5k $270.7k $270.7k 0.04% Unchanged
55 Patten Group, Inc. 0.05% of their portfolio CHATTANOOGA, TN 29,08029.1k $266.4k $266.4k 0.05% Reduced -1.6k -1,615
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,81127.8k $254.7k $254.7k 0.00% Reduced -8.1k -8,114
57 Uncommon Cents Investing LLC 0.06% of their portfolio JANESVILLE, WI 27,48127.5k $251.7k $251.7k 0.06% Added +11.9k +11,875
58 Morse Asset Management, Inc 0.05% of their portfolio DARIEN, CT 25,93725.9k $237.6k $237.6k 0.05% Added +69 +69
59 Ramiah Investment Group 0.20% of their portfolio BROOKFIELD, WI 25,28025.3k $231.6k $231.6k 0.20% Reduced -692 -692
60 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 25,15225.2k $230.4k $230.4k 0.00% Added +1.3k +1,262
61 Shulman DeMeo Asset Management LLC 0.04% of their portfolio LAKE SUCCESS, NY 22,61922.6k $207.2k $207.2k 0.04% New
62 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 22,01222.0k $201.6k $201.6k 0.00% Reduced -543 -543
63 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 21,54521.5k $193.7k $193.7k 0.01% Unchanged
64 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 21,26021.3k $194.5k $194.5k 0.01% Added +535 +535
65 Integrity Wealth Partners, LLC 0.17% of their portfolio WALNUT CREEK, CA 21,04821.0k $192.8k $192.8k 0.17% First filing
66 Valley Financial Group, Inc. 0.10% of their portfolio AMBLER, PA 20,57220.6k $188.4k $188.4k 0.10% Unchanged
67 Clear Creek Financial Management, LLC 0.01% of their portfolio SILVERDALE, WA 20,05420.1k $183.7k $183.7k 0.01% Added +350 +350
68 Virtu Financial LLC 0.01% of their portfolio New York, NY 19,51319.5k $179.0k $179.0k 0.01% Added +8.8k +8,800
69 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 19,17619.2k $175.7k $175.7k 0.00% Reduced -1.1k -1,105
70 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 19,11319.1k $175.1k $175.1k 0.00% Reduced -243 -243
71 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 16,96217.0k $162.7k $162.7k 0.00% Added +2.9k +2,870
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 16,01716.0k $146.7k $146.7k 0.00% Reduced -72 -72
73 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 14,88914.9k $136.4k $136.4k 0.00% New
74 Integrity Advisory Solutions, LLC 0.02% of their portfolio DALLAS, TX 13,44313.4k $123.1k $123.1k 0.02% Added +1.9k +1,933
75 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,37713.4k $122.5k $122.5k 0.00% Reduced -730 -730
76 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 12,68212.7k $116.0k $116.0k 0.01% New
77 Westbourne Investment Advisors, Inc. 0.03% of their portfolio ANNAPOLIS, MD 11,00011.0k $100.8k $100.8k 0.03% New
78 First Citizens Financial Corp 0.04% of their portfolio MASON CITY, IA 10,31010.3k $94.4k $94.4k 0.04% Unchanged
79 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 10,16510.2k $93.1k $93.1k 0.00% Reduced -14.2k -14,172
80 Gerber Kawasaki Wealth & Investment Management 0.00% of their portfolio SANTA MONICA, CA 10,00510.0k $91.6k $91.6k 0.00% New
81 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 10,00010.0k $91.6k $91.6k 0.00% Reduced -4.6k -4,634
82 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 6,7756.8k $61.9k $61.9k 0.00% Unchanged
83 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 6,2806.3k $57.5k $57.5k 0.00% Added +1.0k +1,000
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,4885.5k $50.3k $50.3k 0.00% Added +3.0k +3,000
85 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,7024.7k $43.1k $43.1k 0.00% Unchanged
86 Axiom Investment Management LLC 0.03% of their portfolio NEW YORK, NY 3,8263.8k $35.0k $35.0k 0.03% First filing
87 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 3,7513.8k $34.4k $34.4k 0.00% Unchanged
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,6993.7k $33.8k $33.8k 0.00% Added +87 +87
89 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 2,7242.7k $25.0k $25.0k 0.00% Unchanged
90 Colonial Trust Co / SC 0.00% of their portfolio SPARTANBURG, SC 2,5382.5k $22.8k $22.8k 0.00% New
91 West Branch Capital LLC 0.01% of their portfolio AMHERST, MA 2,2612.3k $20.7k $20.7k 0.01% Added +545 +545
92 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,8601.9k $17.0k $17.0k 0.00% Reduced -1 -1
93 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 1,6001.6k $14.7k $14.7k 0.00% Reduced -75 -75
94 GS Investments, Inc. 0.01% of their portfolio Eagan, MN 1,3501.4k $12.4k $12.4k 0.01% Unchanged
95 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0941.1k $10.0k $10.0k 0.00% Unchanged
96 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 1,0001.0k $9.2k $9.2k 0.00% Unchanged
97 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 780780 $7.1k $7.1k 0.00% Unchanged
98 Quarry LP 0.00% of their portfolio NEW YORK, NY 744744 $6.8k $6.8k 0.00% Unchanged
99 CWM, LLC 0.00% of their portfolio OMAHA, NE 735735 $6.7k $6.7k 0.00% Added +17 +17
100 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 600600 $5.4k $5.4k 0.00% Added +100 +100