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Freestone Capital Holdings’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Freestone Capital Holdings’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
Q4 		– Sell
-1,978
Closed -$202K – 512
2021
Q3 		$202K Buy
+1,978
New +$208K 0.01% 398
2021
Q1 		– Sell
-129
Closed -$14.1K – 475
2020
Q4 		$14.1K Hold
129
– – ﹤0.01% 789
2020
Q3 		$14.4K Buy
+129
New +$14.7K ﹤0.01% 694

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KIM
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LNC
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TAIM
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LPL Financial
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Osaic Holdings
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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Freestone Capital Holdings's BLV Position: Q4 2021 in Review

Freestone Capital Holdings sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2021, closing a stake of 1,978 shares — an estimated $202K sold.

Freestone Capital Holdings first reported a position in BLV in Q3 2020 and held it in 3 quarters. The position peaked at $202K in Q3 2021. 272 funds tracked by Wall St. Rank hold BLV as of Q4 2021.

  • Freestone Capital Holdings reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,978 Vanguard Long-Term Bond ETF shares in Q4 2021, an estimated $202K.
  • Freestone Capital Holdings first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 3 quarters.
  • Freestone Capital Holdings's Vanguard Long-Term Bond ETF position peaked at $202K in Q3 2021.
  • 272 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2021.

Based on Freestone Capital Holdings's 13F filing for Q4 2021, filed 14 Feb 2022.