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AFG Fiduciary Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

AFG Fiduciary Services’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
2022
Q2 		– Sell
-9,398
Closed -$762K – 85
2022
Q1 		$762K Buy
9,398
+7,248
+337% +$691K 0.54% 41
2021
Q4 		$221K Buy
+2,150
New +$222K 0.16% 74

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LNC
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KIM
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFG Fiduciary Services's BLV Position: Q2 2022 in Review

AFG Fiduciary Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 9,398 shares — an estimated $762K sold.

AFG Fiduciary Services first reported a position in BLV in Q4 2021 and held it in 2 quarters. The position peaked at $762K in Q1 2022. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

  • AFG Fiduciary Services reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • AFG Fiduciary Services sold 9,398 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $762K.
  • AFG Fiduciary Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • AFG Fiduciary Services's Vanguard Long-Term Bond ETF position peaked at $762K in Q1 2022.
  • 256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on AFG Fiduciary Services's 13F filing for Q2 2022, filed 15 Aug 2022.