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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
2021
Q3 		– Sell
-7,513
Closed -$766K – 747
2021
Q2 		$766K Buy
+7,513
New +$751K 0.05% 377

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LNC
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Morgan Stanley
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TAIM
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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.