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Dowling & Yahnke’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Dowling & Yahnke’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
-7
Closed -$1K – 295
2019
Q4 		$1K Buy
+7
New +$709 ﹤0.01% 371

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Dowling & Yahnke's BLV Position: Q1 2020 in Review

Dowling & Yahnke sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

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

  • Dowling & Yahnke reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 7 Vanguard Long-Term Bond ETF shares in Q1 2020, an estimated $1K.
  • Dowling & Yahnke first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's Vanguard Long-Term Bond ETF position peaked at $1K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.