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

Forum Financial 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
-3,896
Closed -$282K – 625
2022
Q4 		$282K Buy
+3,896
New +$282K 0.01% 410
2022
Q3 		– Sell
-3,893
Closed -$310K – 553
2022
Q2 		$310K Buy
+3,893
New +$320K 0.02% 342

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 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 $85.1B AUM 27.35% 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 $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's BLV Position: Q1 2023 in Review

Forum Financial Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 3,896 shares — an estimated $282K sold.

Forum Financial Management first reported a position in BLV in Q2 2022 and held it in 2 quarters. The position peaked at $310K in Q2 2022. 279 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

  • Forum Financial Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Forum Financial Management sold 3,896 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $282K.
  • Forum Financial Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2022 and held it in 2 quarters.
  • Forum Financial Management's Vanguard Long-Term Bond ETF position peaked at $310K in Q2 2022.
  • 279 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Forum Financial Management's 13F filing for Q1 2023, filed 19 Apr 2023.