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Fortitude Advisory Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Fortitude Advisory Group’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
-640
Closed -$59K – 341
2022
Q1 		$59K Hold
640
– – 0.03% 484
2021
Q4 		$66K Buy
+640
New +$66.1K 0.03% 460

Other funds holding BLV

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

Fortitude Advisory Group's BLV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 640 shares — an estimated $59K sold.

Fortitude Advisory Group first reported a position in BLV in Q4 2021 and held it in 2 quarters. The position peaked at $66K in Q4 2021. 257 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 640 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $59K.
  • Fortitude Advisory Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Vanguard Long-Term Bond ETF position peaked at $66K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.