Cadence Bank’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Cadence Bank’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
2021 Q2	–	Sell	-8,041	Closed	-$789K	–	197
2021 Q1	$789K	Sell	8,041 -13,459	-63%	-$1.38M	0.12%	105
2020 Q4	$2.36M	Sell	21,500 -3,100	-13%	-$345K	0.37%	64
2020 Q3	$2.75M	Sell	24,600 -1,600	-6%	-$182K	0.54%	49
2020 Q2	$2.92M	Sell	26,200 -500	-2%	-$54.6K	0.6%	44
2020 Q1	$2.85M	Hold	26,700	–	–	0.72%	44
2019 Q4	$2.68M	Buy	+26,700	New	+$2.7M	0.5%	60

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

TAIM

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cadence Bank's BLV Position: Q2 2021 in Review

Cadence Bank sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 8,041 shares — an estimated $789K sold.

Cadence Bank first reported a position in BLV in Q4 2019 and held it in 6 quarters. The position peaked at $2.92M in Q2 2020. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

Cadence Bank reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Cadence Bank sold 8,041 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $789K.
Cadence Bank first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 6 quarters.
Cadence Bank's Vanguard Long-Term Bond ETF position peaked at $2.92M in Q2 2020.
253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on Cadence Bank's 13F filing for Q2 2021, filed 13 Aug 2021.