Geneos Wealth Management Inc. - BLACKROCK CORE BD TR ownership

BLACKROCK CORE BD TR's ticker is BHK and the CUSIP is 09249E101. A total of 102 filers reported holding BLACKROCK CORE BD TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of BLACKROCK CORE BD TR
ValueSharesWeighting
Q3 2023$5,437
-6.6%
5470.0%0.00%
Q2 2023$5,820
-1.8%
5470.0%0.00%
Q1 2023$5,929
+4.4%
5470.0%0.00%
Q4 2022$5,678
+13.6%
5470.0%0.00%
Q3 2022$5,000
-16.7%
5470.0%0.00%
Q2 2022$6,000
-14.3%
5470.0%0.00%
Q1 2022$7,000
-73.1%
547
-66.3%
0.00%
-100.0%
Q4 2021$26,000
+52.9%
1,625
+50.7%
0.00%0.0%
Q3 2021$17,000
+88.9%
1,078
+79.7%
0.00%
Q1 2021$9,0000.0%6000.0%0.00%
Q4 2020$9,0000.0%6000.0%0.00%
Q3 2020$9,0000.0%6000.0%0.00%
-100.0%
Q2 2020$9,000
+12.5%
6000.0%0.00%0.0%
Q1 2020$8,0000.0%6000.0%0.00%
Q4 2019$8,0000.0%6000.0%0.00%
Q3 2019$8,0000.0%6000.0%0.00%
Q2 2019$8,0000.0%6000.0%0.00%
-100.0%
Q1 2019$8,000
-33.3%
600
-41.5%
0.00%0.0%
Q4 2018$12,000
-7.7%
1,0250.0%0.00%0.0%
Q3 2018$13,0000.0%1,0250.0%0.00%0.0%
Q2 2018$13,000
-31.6%
1,025
-30.3%
0.00%
-50.0%
Q1 2018$19,000
-5.0%
1,4700.0%0.00%0.0%
Q4 2017$20,0000.0%1,4700.0%0.00%0.0%
Q3 2017$20,000
+150.0%
1,470
+145.0%
0.00%
+100.0%
Q2 2017$8,0000.0%6000.0%0.00%0.0%
Q1 2017$8,000
+14.3%
6000.0%0.00%0.0%
Q4 2016$7,000
-12.5%
6000.0%0.00%0.0%
Q3 2016$8,000
-57.9%
600
-57.0%
0.00%
-66.7%
Q2 2016$19,0000.0%1,394
-2.4%
0.00%0.0%
Q1 2016$19,0001,4280.00%
Other shareholders
BLACKROCK CORE BD TR shareholders Q4 2022
NameSharesValueWeighting ↓
RHS Financial, LLC 295,722$4,312,0004.51%
Selway Asset Management 132,265$1,928,0001.33%
IBEX WEALTH ADVISORS 269,331$3,927,0001.20%
TCG Advisors, LP 130,265$1,899,0001.14%
SIT INVESTMENT ASSOCIATES INC 2,254,893$32,876,0000.94%
Family Firm, Inc. 162,517$2,369,0000.80%
ProVise Management Group, LLC 385,194$5,616,0000.69%
Camelot Portfolios, LLC 111,254$1,622,0000.68%
Wela Strategies, Inc. 62,265$908,0000.54%
Thomas J. Herzfeld Advisors, Inc. 95,840$1,397,0000.50%
View complete list of BLACKROCK CORE BD TR shareholders