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Concorde Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Concorde Asset 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
2020
Q2 		– Sell
-1,978
Closed -$211K – 123
2020
Q1 		$211K Buy
+1,978
New +$207K 0.22% 92

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

Concorde Asset Management's BLV Position: Q2 2020 in Review

Concorde Asset Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2020, closing a stake of 1,978 shares — an estimated $211K sold.

Concorde Asset Management first reported a position in BLV in Q1 2020 and held it in 1 quarter. The position peaked at $211K in Q1 2020. 218 funds tracked by Wall St. Rank hold BLV as of Q2 2020.

  • Concorde Asset Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Concorde Asset Management sold 1,978 Vanguard Long-Term Bond ETF shares in Q2 2020, an estimated $211K.
  • Concorde Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and held it in 1 quarter.
  • Concorde Asset Management's Vanguard Long-Term Bond ETF position peaked at $211K in Q1 2020.
  • 218 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2020.

Based on Concorde Asset Management's 13F filing for Q2 2020, filed 20 Jul 2020.