BlackRock Core Bond Trust (BHK)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.30%Max: 2.02%High conviction (>1%): 1

SIT INVESTMENT ASSOCIATES

WELLS FARGO & COMPANY/MN

Invesco

1607 Capital Partners,

RAYMOND JAMES FINANCIAL

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders102of 5,944

Avg: 68

Uncrowded87th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

68th percentile

55 buying55 selling

+12

New

-24

Closed

+105K

Net shares

Ownership Concentration

Top 5: 66.4%Top 10: 79.3%

SIT INVESTMENT ASSOCIATES40.0%

MORGAN STANLEY10.1%

Karpus Management,6.9%

UBS Group AG5.1%

LPL Financial4.4%

Others (97)33.6%

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Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders102of 5,944

Avg: 68

Uncrowded87th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

68th percentile

55 buying55 selling

+12

New

-24

Closed

+105K

Net shares

Ownership Concentration

Top 5: 66.4%Top 10: 79.3%

SIT INVESTMENT ASSOCIATES40.0%

MORGAN STANLEY10.1%

Karpus Management,6.9%

UBS Group AG5.1%

LPL Financial4.4%

Others (97)33.6%

Crowding AnalysisCrowded

Holders102of 5,944

Avg: 68

Uncrowded87th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

68th percentile

55 buying55 selling

+12

New

-24

Closed

+105K

Net shares

Ownership Concentration

Top 5: 66.4%Top 10: 79.3%

SIT INVESTMENT ASSOCIATES40.0%

MORGAN STANLEY10.1%

Karpus Management,6.9%

UBS Group AG5.1%

LPL Financial4.4%

Others (97)33.6%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$8,377

BHK · -16%

$18,666

S&P 500 · +87%

−$10,288

behind the index

Total return (5Y)

-16%

S&P 500

+87%

vs. market

-103%

underperformed

Annualized

-3.5%

mkt 13.3%

Volatility

17%

annualized

Beta

0.60

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

BHKS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

BHK (solid)S&P 500 (outline)Green = positive year, red = negative. Number = BHK's return.

Beat the market

0 / 6 yrs

0% win rate

Best year

+14%

2023

Worst year

-33%

2022

Worst drawdown

-36%

still -19% below peak

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -36%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

We haven't collected financials for BHK yet, so it can't be scored against its Financial Services peers.