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

Clarus Wealth 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 		– Sell
-1,301
Closed -$126K – 189
2019
Q2 		$126K Sell
1,301
-2
-0.2% -$186 0.09% 163
2019
Q1 		$120K Buy
1,303
+7
+0.5% +$621 0.09% 163
2018
Q4 		$113K Buy
1,296
+16
+1% +$1.36K 0.18% 149
2018
Q3 		$112K Sell
1,280
-75
-6% -$6.64K 0.07% 194
2018
Q2 		$123K Buy
+1,355
New +$120K 0.09% 174

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
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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 Investment Research Advisors
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

Clarus Wealth Advisors's BLV Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2019, closing a stake of 1,301 shares — an estimated $126K sold.

Clarus Wealth Advisors first reported a position in BLV in Q2 2018 and held it in 5 quarters. The position peaked at $126K in Q2 2019. 171 funds tracked by Wall St. Rank hold BLV as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,301 Vanguard Long-Term Bond ETF shares in Q3 2019, an estimated $126K.
  • Clarus Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $126K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.