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Cambridge Associates’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Cambridge Associates’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
Q3 		– Sell
-32,448
Closed -$3.34M – 51
2021
Q2 		$3.34M Buy
32,448
+1,224
+4% +$122K 0.28% 34
2021
Q1 		$3.06M Buy
31,224
+18,737
+150% +$1.92M 0.24% 41
2020
Q4 		$1.37M Sell
12,487
-5,008
-29% -$558K 0.11% 40
2020
Q3 		$1.96M Buy
+17,495
New +$1.99M 0.18% 44

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Associates's BLV Position: Q3 2021 in Review

Cambridge Associates sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2021, closing a stake of 32,448 shares — an estimated $3.34M sold.

Cambridge Associates first reported a position in BLV in Q3 2020 and held it in 4 quarters. The position peaked at $3.34M in Q2 2021. 257 funds tracked by Wall St. Rank hold BLV as of Q3 2021.

  • Cambridge Associates reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Cambridge Associates sold 32,448 Vanguard Long-Term Bond ETF shares in Q3 2021, an estimated $3.34M.
  • Cambridge Associates first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 4 quarters.
  • Cambridge Associates's Vanguard Long-Term Bond ETF position peaked at $3.34M in Q2 2021.
  • 257 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2021.

Based on Cambridge Associates's 13F filing for Q3 2021, filed 12 Nov 2021.