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

Financial Advocates 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
2023
Q1 		– Sell
-8,840
Closed -$640K – 752
2022
Q4 		$640K Sell
8,840
-122
-1% -$8.83K 0.05% 394
2022
Q3 		$645K Buy
8,962
+903
+11% +$71.4K 0.05% 348
2022
Q2 		$642K Sell
8,059
-178
-2% -$14.7K 0.05% 346
2022
Q1 		$755K Buy
8,237
+15
+0.2% +$1.43K 0.05% 355
2021
Q4 		$846K Buy
8,222
+506
+7% +$52.3K 0.05% 358
2021
Q3 		$790K Buy
+7,716
New +$810K 0.05% 367
2021
Q2 		– Sell
-6,750
Closed -$675K – 743
2021
Q1 		$663K Sell
6,750
-832
-11% -$85.4K 0.05% 417
2020
Q4 		$831K Buy
7,582
+1,466
+24% +$163K 0.06% 335
2020
Q3 		$684K Buy
6,116
+96
+2% +$10.9K 0.06% 316
2020
Q2 		$672K Buy
6,020
+719
+14% +$78.6K 0.06% 308
2020
Q1 		$566K Sell
5,301
-508
-9% -$53.1K 0.08% 257
2019
Q4 		$583K Buy
5,809
+489
+9% +$49.5K 0.06% 285
2019
Q3 		$546K Buy
5,320
+2,048
+63% +$206K 0.06% 273
2019
Q2 		$318K Sell
3,272
-134
-4% -$12.4K 0.04% 361
2019
Q1 		$314K Buy
3,406
+22
+0.7% +$1.95K 0.04% 355
2018
Q4 		$296K Buy
3,384
+299
+10% +$25.5K 0.04% 339
2018
Q3 		$270K Buy
3,085
+29
+0.9% +$2.57K 0.03% 418
2018
Q2 		$270K Buy
3,056
+44
+1% +$3.9K 0.03% 395
2018
Q1 		$274K Sell
3,012
-2,776
-48% -$253K 0.04% 385
2017
Q4 		$550K Buy
+5,788
New +$544K 0.08% 242

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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 $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's BLV Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 8,840 shares — an estimated $640K sold.

Financial Advocates Investment Management first reported a position in BLV in Q4 2017 and held it in 20 quarters. The position peaked at $846K in Q4 2021. 280 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,840 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $640K.
  • Financial Advocates Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and held it in 20 quarters.
  • Financial Advocates Investment Management's Vanguard Long-Term Bond ETF position peaked at $846K in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.