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Cornerstone Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-17,163
Closed -$184K – 429
2018
Q3 		$184K Sell
17,163
-9,825
-36% -$870K ﹤0.01% 1221
2018
Q2 		$306K Buy
+26,988
New +$2.39M ﹤0.01% 1181

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BCMIO
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TAIM
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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

Cornerstone Wealth Management's BLV Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2018, closing a stake of 17,163 shares — an estimated $184K sold.

Cornerstone Wealth Management first reported a position in BLV in Q2 2018 and held it in 2 quarters. The position peaked at $306K in Q2 2018. 154 funds tracked by Wall St. Rank hold BLV as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 17,163 Vanguard Long-Term Bond ETF shares in Q4 2018, an estimated $184K.
  • Cornerstone Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Vanguard Long-Term Bond ETF position peaked at $306K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.