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

Archford Capital 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
2018
Q2 		– Sell
-240
Closed -$23K – 682
2018
Q1 		$23K Buy
+240
New +$21.9K 0.01% 263
2017
Q1 		– Sell
-240
Closed -$21K – 710
2016
Q4 		$21K Buy
+240
New +$22.1K 0.01% 317
2016
Q1 		– Sell
-240
Closed -$23K – 232
2015
Q4 		$23K Buy
+240
New +$21.3K 0.01% 356

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Archford Capital Strategies's BLV Position: Q2 2018 in Review

Archford Capital Strategies sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2018, closing a stake of 240 shares — an estimated $23K sold.

Archford Capital Strategies first reported a position in BLV in Q4 2015 and held it in 3 quarters. The position peaked at $23K in Q1 2018. 143 funds tracked by Wall St. Rank hold BLV as of Q2 2018.

  • Archford Capital Strategies reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 240 Vanguard Long-Term Bond ETF shares in Q2 2018, an estimated $23K.
  • Archford Capital Strategies first reported a position in Vanguard Long-Term Bond ETF in Q4 2015 and held it in 3 quarters.
  • Archford Capital Strategies's Vanguard Long-Term Bond ETF position peaked at $23K in Q1 2018.
  • 143 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.