CWM, LLC

Position in BHK — Blackrock Core Bond Trust

CIK 1535847 OMAHA, NE

Position in BHK

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$6,732

-$153 QoQ

Shares Held

735

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#97

of 104 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $156,736,270 across 274 Asset Management names. BHK ranks #215 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc.	121,243	$11,214,977
5	BX	Blackstone Inc.	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	JHG	Janus Henderson Group Ltc.	160,591	$8,249,559
8	IVZ	Invesco Ltd.	296,702	$7,206,891

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,732	735	+2.4%	Shares	Sole	2026-05-14
2025-12-31	$6,885	718	+70.5%	Shares	Sole	2026-01-26
2025-09-30	$4,184	421	-69.9%	Shares	Sole	2025-10-15
2025-06-30	$13,608	1,400	+52.0%	Shares	Sole	2025-07-25
2023-09-30	$9,154	921	+355.9%	Shares	Sole	2023-10-11
2022-03-31	$2,626	202	+1.0%	Shares	Sole	2022-04-21
2021-12-31	$3,302	200	-81.0%	Shares	Sole	2022-01-31
2021-06-30	$17,379	1,052	0.0%	Shares	Sole	2021-09-15
2021-03-31	$16,516	1,052	0.0%	Shares	Sole	2021-09-15
2020-12-31	$17,147	1,052	0.0%	Shares	Sole	2021-09-15
2020-09-30	$16,474	1,052	0.0%	Shares	Sole	2021-09-15
2020-06-30	$16,169	1,052	0.0%	Shares	Sole	2021-09-15
2020-03-31	$13,917	1,052	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.