American Portfolios Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

American Portfolios Advisors’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 Q3	$120K	Sell	1,666 -59	-3%	-$4.67K	0.01%	1249
2022 Q2	$138K	Sell	1,725 -237	-12%	-$19.5K	0.01%	1237
2022 Q1	$180K	Sell	1,962 -11,657	-86%	-$1.11M	0.01%	1211
2021 Q4	$1.4M	Buy	13,619 +12,655	+1,313%	+$1.31M	0.05%	380
2021 Q3	$98.6K	Sell	964 -632	-40%	-$66.3K	﹤0.01%	1462
2021 Q2	$164K	Sell	1,596 -998	-38%	-$99.8K	0.01%	1202
2021 Q1	$255K	Sell	2,594 -183	-7%	-$18.8K	0.01%	928
2020 Q4	$304K	Sell	2,777 -115	-4%	-$12.8K	0.02%	735
2020 Q3	$323K	Sell	2,892 -169	-6%	-$19.2K	0.02%	627
2020 Q2	$342K	Sell	3,061 -1,991	-39%	-$218K	0.02%	566
2020 Q1	$539K	Buy	5,052 +998	+25%	+$104K	0.04%	350
2019 Q4	$407K	Buy	4,054 +1,609	+66%	+$163K	0.03%	494
2019 Q3	$251K	Buy	2,445 +1,550	+173%	+$156K	0.02%	631
2019 Q2	$86.9K	Sell	895 -261	-23%	-$24.2K	0.01%	1049
2019 Q1	$107K	Sell	1,156 -278	-19%	-$24.7K	0.01%	864
2018 Q4	$126K	Buy	1,434 +43	+3%	+$3.67K	0.02%	660
2018 Q3	$122K	Sell	1,391 -54	-4%	-$4.78K	0.01%	755
2018 Q2	$128K	Sell	1,445 -263	-15%	-$23.3K	0.02%	717
2018 Q1	$155K	Buy	1,708 +709	+71%	+$64.6K	0.02%	609
2017 Q4	$95K	Buy	+999	New	+$94K	0.02%	752

Other funds holding BLV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

American Portfolios Advisors's BLV Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 3.4% in Q3 2022, selling an estimated $4.67K and leaving 1,666 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #1249.

American Portfolios Advisors first reported a position in BLV in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.4M in Q4 2021. 250 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

American Portfolios Advisors held 1,666 shares of Vanguard Long-Term Bond ETF worth $120K as of Q3 2022.
American Portfolios Advisors sold 59 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $4.67K.
Vanguard Long-Term Bond ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1249 holding.
American Portfolios Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard Long-Term Bond ETF position peaked at $1.4M in Q4 2021.
250 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.