FFA
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Freedman Financial Associates’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Freedman Financial Associates’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
-19
Closed -$2K – 471
2021
Q1 		$2K Buy
+19
New +$1.95K ﹤0.01% 436

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KIM
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LNC
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TAIM
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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

Freedman Financial Associates's BLV Position: Q2 2021 in Review

Freedman Financial Associates sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 19 shares — an estimated $2K sold.

Freedman Financial Associates first reported a position in BLV in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

  • Freedman Financial Associates reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 19 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $2K.
  • Freedman Financial Associates first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and held it in 1 quarter.
  • Freedman Financial Associates's Vanguard Long-Term Bond ETF position peaked at $2K in Q1 2021.
  • 253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on Freedman Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.