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Hayden Royal’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Hayden Royal’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
-4,018
Closed -$449K – 476
2020
Q3 		$449K Buy
4,018
+697
+21% +$79.4K 0.24% 99
2020
Q2 		$371K Sell
3,321
-129
-4% -$14.1K 0.21% 97
2020
Q1 		$368K Sell
3,450
-467
-12% -$48.8K 0.22% 118
2019
Q4 		$414K Buy
3,917
+453
+13% +$45.9K 0.21% 116
2019
Q3 		$356K Buy
+3,464
New +$348K 0.31% 107

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hayden Royal's BLV Position: Q4 2020 in Review

Hayden Royal sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2020, closing a stake of 4,018 shares — an estimated $449K sold.

Hayden Royal first reported a position in BLV in Q3 2019 and held it in 5 quarters. The position peaked at $449K in Q3 2020. 267 funds tracked by Wall St. Rank hold BLV as of Q4 2020.

  • Hayden Royal reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Hayden Royal sold 4,018 Vanguard Long-Term Bond ETF shares in Q4 2020, an estimated $449K.
  • Hayden Royal first reported a position in Vanguard Long-Term Bond ETF in Q3 2019 and held it in 5 quarters.
  • Hayden Royal's Vanguard Long-Term Bond ETF position peaked at $449K in Q3 2020.
  • 267 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2020.

Based on Hayden Royal's 13F filing for Q4 2020, filed 16 Feb 2021.