GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1
Closed – – 387
2021
Q3 		$0 Buy
+1
New +$105 ﹤0.01% 1173

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
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

Gerber Kawasaki Wealth & Investment Management's BLV Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2021, closing a stake of 1 share.

Gerber Kawasaki Wealth & Investment Management first reported a position in BLV in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 272 funds tracked by Wall St. Rank hold BLV as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Vanguard Long-Term Bond ETF share in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Long-Term Bond ETF position peaked at $0 in Q3 2021.
  • 272 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.