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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

20/20 Capital Management's BLV Position: Q2 2021 in Review

20/20 Capital Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 27% in Q2 2021, selling an estimated $155K and leaving 4,243 shares worth $437K. The position accounts for 0.11% of the portfolio, ranked #109.

20/20 Capital Management first reported a position in BLV in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.09M in Q2 2020. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

20/20 Capital Management held 4,243 shares of Vanguard Long-Term Bond ETF worth $437K as of Q2 2021.
20/20 Capital Management sold 1,550 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $155K.
Vanguard Long-Term Bond ETF made up 0.11% of 20/20 Capital Management's portfolio in Q2 2021, its #109 holding.
20/20 Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Vanguard Long-Term Bond ETF position peaked at $1.09M in Q2 2020.
253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.