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Equibles

B. Riley Wealth Advisors, Inc.

Position in BHK — Blackrock Core Bond Trust

CIK 1464811 MEMPHIS, TN
Back to BHK Full portfolio

Position in BHK

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$197,723
+$371 QoQ
Shares Held
21,562
+0.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#67
of 103 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BHK Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. BHK ranks #49 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STEW
SRH Total Return Fund, Inc.
 405,048 $7,250,359
2 BX
Blackstone Inc.
 55,522 $6,533,273
3 BPRE
Bluerock Private Real Estate Fund
 454,953 $5,918,938
4 AB
Alliancebernstein Holding L.P.
 75,577 $2,661,821
5 GLAD
Gladstone Capital Corp
 135,581 $2,632,983
6 RA
Brookfield Real Assets Income Fund Inc.
 133,545 $1,720,059
7 CSWC
Capital Southwest Corp
 69,775 $1,658,551
8 MAIN
Main Street Capital CORP
 26,913 $1,396,246

All Filings in BHK

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $197,723 21,562
2026-03-31 $197,352 21,545
2025-12-31 $206,616 21,545
2025-09-30 $243,977 24,545
2025-06-30 $256,073 26,345
2025-03-31 $1,172,787 108,091
2024-03-31 $1,473,876 136,470
2023-12-31 $837,495 76,764
2023-09-30 $1,356,511 136,470
2023-06-30 $1,502,208 141,185
2023-03-31 $1,601,902 147,777
2022-12-31 $1,615,252 155,612
2022-09-30 $2,226,570 222,657
2022-06-30 $895,581 79,115
2022-03-31 $1,209,143 93,011
2021-12-31 $1,938,719 117,427
2021-09-30 $1,691,057 102,117
2021-06-30 $1,638,668 99,193
2021-03-31 $1,441,401 91,809
2020-06-30 $393,226 25,584
2020-03-31 $318,353 24,063