Baird Financial Group
BLV icon

Baird Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-3,103
Closed -$319K – 1811
2021
Q4 		$319K Sell
3,103
-827
-21% -$85.5K ﹤0.01% 1644
2021
Q3 		$402K Sell
3,930
-391
-9% -$41K ﹤0.01% 1560
2021
Q2 		$445K Sell
4,321
-16,535
-79% -$1.65M ﹤0.01% 1437
2021
Q1 		$2.05M Sell
20,856
-756
-3% -$77.6K 0.01% 878
2020
Q4 		$2.37M Buy
21,612
+90
+0.4% +$10K 0.01% 748
2020
Q3 		$2.41M Buy
21,522
+1,862
+9% +$212K 0.01% 691
2020
Q2 		$2.19M Buy
19,660
+1,733
+10% +$189K 0.01% 698
2020
Q1 		$1.91M Buy
17,927
+1,157
+7% +$121K 0.01% 699
2019
Q4 		$1.68M Buy
16,770
+473
+3% +$47.9K 0.01% 828
2019
Q3 		$1.67M Sell
16,297
-141
-0.9% -$14.2K 0.01% 827
2019
Q2 		$1.59M Buy
16,438
+440
+3% +$40.9K 0.01% 844
2019
Q1 		$1.47M Buy
15,998
+2,694
+20% +$239K 0.01% 751
2018
Q4 		$1.16M Buy
13,304
+3,405
+34% +$290K 0.01% 758
2018
Q3 		$860K Buy
9,899
+3,169
+47% +$280K 0.01% 892
2018
Q2 		$597K Buy
6,730
+3,835
+132% +$340K ﹤0.01% 961
2018
Q1 		$263K Buy
+2,895
New +$264K ﹤0.01% 1152

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Baird Financial Group's BLV Position: Q1 2022 in Review

Baird Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2022, closing a stake of 3,103 shares — an estimated $319K sold.

Baird Financial Group first reported a position in BLV in Q1 2018 and held it in 16 quarters. The position peaked at $2.41M in Q3 2020. 261 funds tracked by Wall St. Rank hold BLV as of Q1 2022.

  • Baird Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Baird Financial Group sold 3,103 Vanguard Long-Term Bond ETF shares in Q1 2022, an estimated $319K.
  • Baird Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and held it in 16 quarters.
  • Baird Financial Group's Vanguard Long-Term Bond ETF position peaked at $2.41M in Q3 2020.
  • 261 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.