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Delta Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Delta Investment 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
Q1 		– Sell
-10,752
Closed -$1.18M – 166
2020
Q4 		$1.18M Buy
10,752
+3,669
+52% +$408K 0.38% 67
2020
Q3 		$792K Buy
+7,083
New +$807K 0.43% 40

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Ameriprise
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KIM
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TAIM
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Osaic Holdings
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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Delta Investment Management's BLV Position: Q1 2021 in Review

Delta Investment Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2021, closing a stake of 10,752 shares — an estimated $1.18M sold.

Delta Investment Management first reported a position in BLV in Q3 2020 and held it in 2 quarters. The position peaked at $1.18M in Q4 2020. 243 funds tracked by Wall St. Rank hold BLV as of Q1 2021.

  • Delta Investment Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Delta Investment Management sold 10,752 Vanguard Long-Term Bond ETF shares in Q1 2021, an estimated $1.18M.
  • Delta Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 2 quarters.
  • Delta Investment Management's Vanguard Long-Term Bond ETF position peaked at $1.18M in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2021.

Based on Delta Investment Management's 13F filing for Q1 2021, filed 14 May 2021.