Anson Capital’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Anson Capital’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
2023 Q2	–	Sell	-2,636	Closed	-$202K	–	63
2023 Q1	$202K	Sell	2,636 -206	-7%	-$15.6K	0.33%	69
2022 Q4	$206K	Sell	2,842 -671	-19%	-$48.6K	0.27%	62
2022 Q3	$253K	Sell	3,513 -540	-13%	-$42.7K	0.34%	45
2022 Q2	$323K	Buy	4,053 +266	+7%	+$21.9K	0.34%	46
2022 Q1	$347K	Sell	3,787 -1,454	-28%	-$139K	0.33%	46
2021 Q4	$536K	Buy	+5,241	New	+$542K	0.53%	34

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TAIM

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

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

Anson Capital's BLV Position: Q2 2023 in Review

Anson Capital sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2023, closing a stake of 2,636 shares — an estimated $202K sold.

Anson Capital first reported a position in BLV in Q4 2021 and held it in 6 quarters. The position peaked at $536K in Q4 2021. 306 funds tracked by Wall St. Rank hold BLV as of Q2 2023.

Anson Capital reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Anson Capital sold 2,636 Vanguard Long-Term Bond ETF shares in Q2 2023, an estimated $202K.
Anson Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 6 quarters.
Anson Capital's Vanguard Long-Term Bond ETF position peaked at $536K in Q4 2021.
306 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2023.

Based on Anson Capital's 13F filing for Q2 2023, filed 2 Aug 2023.