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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → BHK
PENSION & WEALTH MANAGEMENT ADVISORS, INC. BHK Position History
BlackRock Core Bond Trust • Financial Services
Quarters held
16
Latest value
$1.4M
Q3 2026
Peak value
$1.6M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $950K |
| Q1 2023 | $950K |
| Q2 2023 | $999K |
| Q3 2023 | $1.5M |
| Q4 2023 | $934K |
| Q1 2024 | $1.1M |
| Q2 2024 | $1.1M |
| Q3 2024 | $1.2M |
| Q4 2024 | $1.2M |
| Q1 2025 | $1.3M |
| Q2 2025 | $1.6M |
| Q3 2025 | $1.6M |
| Q4 2025 | $1.4M |
| Q1 2026 | $975K |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 165.0K | — | — |
| Q2 2026 | $1.3M | 145.7K | — | — |
| Q1 2026 | $975K | 106.5K | — | — |
| Q4 2025 | $1.4M | 148.1K | — | — |
| Q3 2025 | $1.6M | 161.1K | — | — |
| Q2 2025 | $1.6M | 168.0K | — | — |
| Q1 2025 | $1.3M | 115.6K | — | — |
| Q4 2024 | $1.2M | 110.7K | — | — |
| Q3 2024 | $1.2M | 102.8K | — | — |
| Q2 2024 | $1.1M | 102.6K | — | — |
| Q1 2024 | $1.1M | 102.4K | — | — |
| Q4 2023 | $934K | 85.6K | — | — |
| Q3 2023 | $1.5M | 152.1K | — | — |
| Q2 2023 | $999K | 98.7K | — | — |
| Q1 2023 | $950K | 87.6K | — | — |
| Q4 2022 | $950K | 91.5K | — | — |
Other funds holding BHK
$29.1M
$28.8M
$25.1M
$24.8M
$24.3M
$24.3M
$24.3M
$24M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF