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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

TAIM

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

KIM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisor Group's BLV Position: Q4 2019 in Review

Advisor Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.3% in Q4 2019, buying an estimated $1.55M and bringing the position to 668,826 shares worth $67.2M. The position accounts for 0.47% of the portfolio, ranked #37.

Advisor Group first reported a position in BLV in Q2 2016 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold BLV as of Q4 2019.

Advisor Group held 668,826 shares of Vanguard Long-Term Bond ETF worth $67.2M as of Q4 2019.
Advisor Group bought 15,334 Vanguard Long-Term Bond ETF shares in Q4 2019, an estimated $1.55M.
Vanguard Long-Term Bond ETF made up 0.47% of Advisor Group's portfolio in Q4 2019, its #37 holding.
Advisor Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2016 and has held it in 15 quarters since.
211 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.