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

Boston 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
2019 Q3	$675K	Sell	6,570 -1,180	-15%	-$119K	0.04%	426
2019 Q2	$752K	Buy	7,750 +1,530	+25%	+$142K	0.04%	417
2019 Q1	$573K	Sell	6,220 -56	-0.9%	-$4.97K	0.03%	444
2018 Q4	$549K	Buy	6,276 +397	+7%	+$33.8K	0.03%	435
2018 Q3	$514K	Buy	5,879 +815	+16%	+$72.1K	0.02%	475
2018 Q2	$449K	Sell	5,064 -20	-0.4%	-$1.77K	0.01%	512
2018 Q1	$462K	Buy	+5,084	New	+$463K	0.01%	507

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

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

TAIM

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KIM

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

Boston Advisors's BLV Position: Q3 2019 in Review

Boston Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 15% in Q3 2019, selling an estimated $119K and leaving 6,570 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #426.

Boston Advisors first reported a position in BLV in Q1 2018 and has held it in 7 quarters since. The position peaked at $752K in Q2 2019. 171 funds tracked by Wall St. Rank hold BLV as of Q3 2019.

Boston Advisors held 6,570 shares of Vanguard Long-Term Bond ETF worth $675K as of Q3 2019.
Boston Advisors sold 1,180 Vanguard Long-Term Bond ETF shares in Q3 2019, an estimated $119K.
Vanguard Long-Term Bond ETF made up 0.04% of Boston Advisors's portfolio in Q3 2019, its #426 holding.
Boston Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and has held it in 7 quarters since.
Boston Advisors's Vanguard Long-Term Bond ETF position peaked at $752K in Q2 2019.
171 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.