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Doliver Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Doliver Advisors’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
Q1 		– Sell
-2,837
Closed -$285K – 171
2019
Q4 		$285K Buy
+2,837
New +$287K 0.11% 84

Other funds holding BLV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Doliver Advisors's BLV Position: Q1 2020 in Review

Doliver Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2020, closing a stake of 2,837 shares — an estimated $285K sold.

Doliver Advisors first reported a position in BLV in Q4 2019 and held it in 1 quarter. The position peaked at $285K in Q4 2019. 214 funds tracked by Wall St. Rank hold BLV as of Q1 2020.

  • Doliver Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Doliver Advisors sold 2,837 Vanguard Long-Term Bond ETF shares in Q1 2020, an estimated $285K.
  • Doliver Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 1 quarter.
  • Doliver Advisors's Vanguard Long-Term Bond ETF position peaked at $285K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2020.

Based on Doliver Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.