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

Evoke Wealth’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	-3,840	Closed	-$310K	–	1156
2019 Q4	$310K	Buy	+3,840	New	+$389K	0.04%	172

Other funds holding BLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Evoke Wealth's BLV Position: Q1 2020 in Review

Evoke Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2020, closing a stake of 3,840 shares — an estimated $310K sold.

Evoke Wealth first reported a position in BLV in Q4 2019 and held it in 1 quarter. The position peaked at $310K in Q4 2019. 214 funds tracked by Wall St. Rank hold BLV as of Q1 2020.

Evoke Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 3,840 Vanguard Long-Term Bond ETF shares in Q1 2020, an estimated $310K.
Evoke Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 1 quarter.
Evoke Wealth's Vanguard Long-Term Bond ETF position peaked at $310K in Q4 2019.
214 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.