Shulman DeMeo Asset Management LLC
Position in BHK — Blackrock Core Bond Trust
CIK 1767070
LAKE SUCCESS, NY
Position in BHK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$197,861
-$9,329 QoQ
Shares Held
21,577
-4.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#66
of 103 holders
Holding Since
Jun 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, 2026Shulman DeMeo Asset Management LLC holds $13,915,002 across 28 Asset Management names. BHK ranks #19 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
151,552 | $2,824,929 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
44,170 | $1,331,283 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,910 | $1,290,762 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
129,042 | $1,234,931 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
91,876 | $991,342 | |
| 6 | BX |
Blackstone Inc.
|
5,570 | $655,421 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
77,280 | $608,966 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
50,279 | $513,851 |
All Filings in BHK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,861 | 21,577 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $207,190 | 22,619 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $238,649 | 24,009 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $247,101 | 25,422 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $277,250 | 25,553 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $324,128 | 26,921 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $297,912 | 27,973 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $302,108 | 27,973 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $306,592 | 28,102 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $279,333 | 28,102 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $302,676 | 28,447 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $313,416 | 28,913 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $300,116 | 28,913 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $293,910 | 29,391 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $336,905 | 29,762 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $391,183 | 30,091 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $502,696 | 30,448 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $522,103 | 31,528 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $527,070 | 31,905 | Shares | Sole | 2021-07-21 | |
| 2020-12-31 | $526,913 | 32,326 | Shares | Sole | 2021-01-13 | |
| 2020-06-30 | $534,384 | 34,768 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||