Advisor Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Advisor Group’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
2019 Q4	$67.2M	Buy	668,826 +15,334	+2%	+$1.55M	0.47%	37
2019 Q3	$67.2M	Buy	653,492 +31,093	+5%	+$3.12M	0.5%	34
2019 Q2	$60.5M	Sell	622,399 -206	-0%	-$19.1K	0.46%	37
2019 Q1	$57.5M	Sell	622,605 -31,236	-5%	-$2.77M	0.47%	36
2018 Q4	$57.3M	Buy	653,841 +179,215	+38%	+$15.3M	0.56%	31
2018 Q3	$41.5M	Buy	474,626 +198,067	+72%	+$17.5M	0.42%	43
2018 Q2	$24.5M	Sell	276,559 -11,244	-4%	-$996K	0.34%	62
2018 Q1	$26.2M	Buy	287,803 +21,391	+8%	+$1.95M	0.36%	55
2017 Q4	$25.4M	Buy	266,412 +60,890	+30%	+$5.73M	0.34%	60
2017 Q3	$19.3M	Buy	205,522 +26,967	+15%	+$2.52M	0.3%	63
2017 Q2	$16.6M	Buy	178,555 +34,419	+24%	+$3.16M	0.29%	68
2017 Q1	$13M	Buy	144,136 +16,750	+13%	+$1.5M	0.26%	83
2016 Q4	$11.4M	Buy	127,386 +26,644	+26%	+$2.45M	0.26%	82
2016 Q3	$9.93M	Buy	100,742 +33,778	+50%	+$3.34M	0.24%	92
2016 Q2	$6.56M	Buy	+66,964	New	+$6.32M	0.17%	133

Other funds holding BLV

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return