Certified Advisory Corp’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Certified Advisory Corp’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 Q4	–	Sell	-125	Closed	-$13K	–	792
2019 Q3	$13K	Hold	125	–	–	﹤0.01%	540
2019 Q2	$12K	Hold	125	–	–	﹤0.01%	554
2019 Q1	$12K	Hold	125	–	–	0.01%	524
2018 Q4	$11K	Buy	+125	New	+$10.7K	0.01%	522

Other funds holding BLV

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

KIM

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

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

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

Certified Advisory Corp's BLV Position: Q4 2019 in Review

Certified Advisory Corp sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2019, closing a stake of 125 shares — an estimated $13K sold.

Certified Advisory Corp first reported a position in BLV in Q4 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2019. 211 funds tracked by Wall St. Rank hold BLV as of Q4 2019.

Certified Advisory Corp reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
Certified Advisory Corp sold 125 Vanguard Long-Term Bond ETF shares in Q4 2019, an estimated $13K.
Certified Advisory Corp first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and held it in 4 quarters.
Certified Advisory Corp's Vanguard Long-Term Bond ETF position peaked at $13K in Q3 2019.
211 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.