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Financial Synergies Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-212,582
Closed -$20.9M – 65
2021
Q1 		$20.9M Sell
212,582
-2,628
-1% -$270K 3.03% 13
2020
Q4 		$23.6M Buy
215,210
+146,629
+214% +$16.3M 3.67% 12
2020
Q3 		$7.67M Buy
+68,581
New +$7.81M 1.96% 17

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Synergies Wealth Advisors's BLV Position: Q2 2021 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 212,582 shares — an estimated $20.9M sold.

Financial Synergies Wealth Advisors first reported a position in BLV in Q3 2020 and held it in 3 quarters. The position peaked at $23.6M in Q4 2020. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

  • Financial Synergies Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 212,582 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $20.9M.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $23.6M in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2021, filed 5 Apr 2024.