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AJ Wealth Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

AJ Wealth Strategies’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
2020
Q1 		– Sell
-25,091
Closed -$2.52M – 178
2019
Q4 		$2.52M Buy
25,091
+333
+1% +$33.7K 0.29% 32
2019
Q3 		$2.54M Buy
+24,758
New +$2.49M 0.34% 30

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

AJ Wealth Strategies's BLV Position: Q1 2020 in Review

AJ Wealth Strategies sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2020, closing a stake of 25,091 shares — an estimated $2.52M sold.

AJ Wealth Strategies first reported a position in BLV in Q3 2019 and held it in 2 quarters. The position peaked at $2.54M in Q3 2019. 214 funds tracked by Wall St. Rank hold BLV as of Q1 2020.

  • AJ Wealth Strategies reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 25,091 Vanguard Long-Term Bond ETF shares in Q1 2020, an estimated $2.52M.
  • AJ Wealth Strategies first reported a position in Vanguard Long-Term Bond ETF in Q3 2019 and held it in 2 quarters.
  • AJ Wealth Strategies's Vanguard Long-Term Bond ETF position peaked at $2.54M in Q3 2019.
  • 214 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2020.

Based on AJ Wealth Strategies's 13F filing for Q1 2020, filed 15 May 2020.