Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FWM
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
Shares
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
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
TAIM
TD Ameritrade Investment Management
Omaha, Nebraska
$9.4B AUM
7.2%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close