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Avantax Planning Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-17
Closed -$1K – 393
2018
Q3 		$1K Buy
+17
New +$1.5K ﹤0.01% 1403
2018
Q2 		– Sell
-257
Closed -$23K – 393
2018
Q1 		$23K Buy
+257
New +$23.4K ﹤0.01% 721

Other funds holding BLV

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

Avantax Planning Partners's BLV Position: Q4 2018 in Review

Avantax Planning Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2018, closing a stake of 17 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in BLV in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 154 funds tracked by Wall St. Rank hold BLV as of Q4 2018.

  • Avantax Planning Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 17 Vanguard Long-Term Bond ETF shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Vanguard Long-Term Bond ETF position peaked at $23K in Q1 2018.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.