Hobart Private Capital’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Hobart Private Capital’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
2019 Q2	–	Sell	-13,573	Closed	-$1.25M	–	149
2019 Q1	$1.25M	Buy	13,573 +173	+1%	+$15.3K	0.95%	37
2018 Q4	$1.17M	Sell	13,400 -225	-2%	-$19.2K	1.01%	38
2018 Q3	$1.19M	Buy	13,625 +717	+6%	+$63.5K	0.91%	37
2018 Q2	$1.14M	Buy	12,908 +2,263	+21%	+$200K	0.93%	36
2018 Q1	$968K	Buy	10,645 +1,128	+12%	+$103K	0.85%	42
2017 Q4	$905K	Buy	+9,517	New	+$895K	0.81%	42

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

TAIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Hobart Private Capital's BLV Position: Q2 2019 in Review

Hobart Private Capital sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2019, closing a stake of 13,573 shares — an estimated $1.25M sold.

Hobart Private Capital first reported a position in BLV in Q4 2017 and held it in 6 quarters. The position peaked at $1.25M in Q1 2019. 170 funds tracked by Wall St. Rank hold BLV as of Q2 2019.

Hobart Private Capital reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Hobart Private Capital sold 13,573 Vanguard Long-Term Bond ETF shares in Q2 2019, an estimated $1.25M.
Hobart Private Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and held it in 6 quarters.
Hobart Private Capital's Vanguard Long-Term Bond ETF position peaked at $1.25M in Q1 2019.
170 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2019.

Based on Hobart Private Capital's 13F filing for Q2 2019, filed 11 Mar 2024.