Frontier Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Frontier Wealth 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
2020 Q4	–	Sell	-1,814	Closed	-$203K	–	375
2020 Q3	$203K	Buy	+1,814	New	+$207K	0.02%	339
2019 Q2	–	Sell	-19,823	Closed	-$1.83M	–	316
2019 Q1	$1.83M	Sell	19,823 -371	-2%	-$32.9K	0.25%	93
2018 Q4	$1.77M	Sell	20,194 -2,315	-10%	-$197K	0.27%	88
2018 Q3	$1.97M	Sell	22,509 -930	-4%	-$82.3K	0.19%	89
2018 Q2	$2.08M	Sell	23,439 -185	-0.8%	-$16.4K	0.3%	79
2018 Q1	$2.15M	Sell	23,624 -694	-3%	-$63.3K	0.3%	84
2017 Q4	$2.31M	Sell	24,318 -1,469	-6%	-$138K	0.37%	68
2017 Q3	$2.42M	Sell	25,787 -431	-2%	-$40.4K	0.35%	74
2017 Q2	$2.44M	Sell	26,218 -5,890	-18%	-$542K	0.37%	73
2017 Q1	$2.89M	Sell	32,108 -4,350	-12%	-$390K	0.44%	60
2016 Q4	$3.25M	Sell	36,458 -7,647	-17%	-$703K	0.53%	52
2016 Q3	$4.35M	Sell	44,105 -11,744	-21%	-$1.16M	0.66%	33
2016 Q2	$5.48M	Sell	55,849 -4,658	-8%	-$440K	0.88%	26
2016 Q1	$5.63M	Sell	60,507 -4,289	-7%	-$385K	0.47%	20
2015 Q4	$5.63M	Sell	64,796 -5,833	-8%	-$517K	0.9%	23
2015 Q3	$6.31M	Sell	70,629 -639	-0.9%	-$56.8K	1%	20
2015 Q2	$6.24M	Sell	71,268 -815	-1%	-$74.6K	0.96%	22
2015 Q1	$6.94M	Sell	72,083 -2,967	-4%	-$286K	1.11%	18
2014 Q4	$7.08M	Buy	+75,050	New	+$6.93M	1.33%	14

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Frontier Wealth Management's BLV Position: Q4 2020 in Review

Frontier Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2020, closing a stake of 1,814 shares — an estimated $203K sold.

Frontier Wealth Management first reported a position in BLV in Q4 2014 and held it in 19 quarters. The position peaked at $7.08M in Q4 2014. 267 funds tracked by Wall St. Rank hold BLV as of Q4 2020.

Frontier Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
Frontier Wealth Management sold 1,814 Vanguard Long-Term Bond ETF shares in Q4 2020, an estimated $203K.
Frontier Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2014 and held it in 19 quarters.
Frontier Wealth Management's Vanguard Long-Term Bond ETF position peaked at $7.08M in Q4 2014.
267 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2020.

Based on Frontier Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.