EWM
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Executive Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Executive 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
2019
Q3 		– Sell
-7
Closed -$1K – 206
2019
Q2 		$1K Sell
7
-12
-63% -$1.11K ﹤0.01% 837
2019
Q1 		$2K Sell
19
-179
-90% -$15.9K ﹤0.01% 720
2018
Q4 		$17K Buy
+198
New +$16.9K ﹤0.01% 451

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Executive Wealth Management's BLV Position: Q3 2019 in Review

Executive Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2019, closing a stake of 7 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in BLV in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q4 2018. 171 funds tracked by Wall St. Rank hold BLV as of Q3 2019.

  • Executive Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 7 Vanguard Long-Term Bond ETF shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Vanguard Long-Term Bond ETF position peaked at $17K in Q4 2018.
  • 171 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.