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

Cypress Point 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
2021
Q4 		– Sell
-46
Closed -$5K – 42
2021
Q3 		$5K Hold
46
– – ﹤0.01% 123
2021
Q2 		$5K Hold
46
– – ﹤0.01% 165
2021
Q1 		$5K Hold
46
– – 0.01% 91
2020
Q4 		$5K Buy
+46
New +$5.12K 0.01% 177

Other funds holding BLV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Cypress Point Wealth Management's BLV Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2021, closing a stake of 46 shares — an estimated $5K sold.

Cypress Point Wealth Management first reported a position in BLV in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 272 funds tracked by Wall St. Rank hold BLV as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 46 Vanguard Long-Term Bond ETF shares in Q4 2021, an estimated $5K.
  • Cypress Point Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's Vanguard Long-Term Bond ETF position peaked at $5K in Q3 2021.
  • 272 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.