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

FourThought Financial’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
-12
Closed -$1K – 1539
2021
Q1 		$1K Buy
+12
New +$1.23K ﹤0.01% 1375

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Morgan Stanley
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KIM
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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

FourThought Financial's BLV Position: Q2 2021 in Review

FourThought Financial sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 12 shares — an estimated $1K sold.

FourThought Financial first reported a position in BLV in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

  • FourThought Financial reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • FourThought Financial sold 12 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $1K.
  • FourThought Financial first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and held it in 1 quarter.
  • FourThought Financial's Vanguard Long-Term Bond ETF position peaked at $1K in Q1 2021.
  • 253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.