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

Focused 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
2022 Q2	–	Sell	-16	Closed	-$1K	–	936
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	856
2021 Q4	$2K	Hold	16	–	–	﹤0.01%	795
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	798
2021 Q2	$2K	Hold	16	–	–	﹤0.01%	806
2021 Q1	$2K	Buy	16 +1	+7%	+$103	﹤0.01%	793
2020 Q4	$2K	Buy	+15	New	+$1.67K	﹤0.01%	726
2019 Q3	–	Sell	-82	Closed	-$8K	–	702
2019 Q2	$8K	Hold	82	–	–	﹤0.01%	538
2019 Q1	$8K	Hold	82	–	–	﹤0.01%	486
2018 Q4	$7K	Buy	+82	New	+$6.99K	﹤0.01%	492

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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 $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focused Wealth Management's BLV Position: Q2 2022 in Review

Focused Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 16 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in BLV in Q4 2018 and held it in 9 quarters. The position peaked at $8K in Q2 2019. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

Focused Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Focused Wealth Management sold 16 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $1K.
Focused Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and held it in 9 quarters.
Focused Wealth Management's Vanguard Long-Term Bond ETF position peaked at $8K in Q2 2019.
256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.