22CM
BLV icon

20/20 Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

20/20 Capital Management’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$437K Sell
4,243
-1,550
-27% -$155K 0.11% 109
2021
Q1 		$568K Sell
5,793
-3,256
-36% -$334K 0.16% 88
2020
Q4 		$958K Buy
9,049
+1,040
+13% +$116K 0.28% 71
2020
Q3 		$896K Sell
8,009
-1,358
-14% -$155K 0.34% 63
2020
Q2 		$1.09M Buy
9,367
+2,351
+34% +$257K 0.42% 51
2020
Q1 		$758K Sell
7,016
-1,475
-17% -$154K 0.34% 58
2019
Q4 		$885K Buy
+8,491
New +$860K 0.36% 57

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return