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HCR Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

HCR Wealth Advisors’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
Q1 		– Sell
-306
Closed -$34K – 185
2020
Q4 		$34K Hold
306
– – 0.01% 215
2020
Q3 		$34K Hold
306
– – 0.01% 189
2020
Q2 		$34K Buy
+306
New +$33.4K 0.01% 187

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HCR Wealth Advisors's BLV Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2021, closing a stake of 306 shares — an estimated $34K sold.

HCR Wealth Advisors first reported a position in BLV in Q2 2020 and held it in 3 quarters. The position peaked at $34K in Q4 2020. 243 funds tracked by Wall St. Rank hold BLV as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 306 Vanguard Long-Term Bond ETF shares in Q1 2021, an estimated $34K.
  • HCR Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 3 quarters.
  • HCR Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $34K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.