Clear Creek Financial Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Clear Creek Financial Management’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	-24,208	Closed	-$2.49M	–	329
2021 Q2	$2.49M	Buy	+24,208	New	+$2.42M	0.39%	79
2021 Q1	–	Sell	-16,906	Closed	-$1.85M	–	71
2020 Q4	$1.85M	Buy	+16,906	New	+$1.88M	0.36%	60
2020 Q3	–	Sell	-13,910	Closed	-$1.55M	–	102
2020 Q2	$1.55M	Buy	+13,910	New	+$1.52M	0.4%	42

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

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

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

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

Clear Creek Financial Management's BLV Position: Q3 2021 in Review

Clear Creek Financial Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2021, closing a stake of 24,208 shares — an estimated $2.49M sold.

Clear Creek Financial Management first reported a position in BLV in Q2 2020 and held it in 3 quarters. The position peaked at $2.49M in Q2 2021. 257 funds tracked by Wall St. Rank hold BLV as of Q3 2021.

Clear Creek Financial Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Clear Creek Financial Management sold 24,208 Vanguard Long-Term Bond ETF shares in Q3 2021, an estimated $2.49M.
Clear Creek Financial Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 3 quarters.
Clear Creek Financial Management's Vanguard Long-Term Bond ETF position peaked at $2.49M in Q2 2021.
257 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2021.

Based on Clear Creek Financial Management's 13F filing for Q3 2021, filed 14 Oct 2021.