IWP
BLV icon

Icon Wealth Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Icon Wealth Partners’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
2018
Q1 		– Sell
-34
Closed -$3K – 318
2017
Q4 		$3K Buy
+34
New +$3.2K ﹤0.01% 807

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AG
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KIM
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LNC
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Icon Wealth Partners's BLV Position: Q1 2018 in Review

Icon Wealth Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2018, closing a stake of 34 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in BLV in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 154 funds tracked by Wall St. Rank hold BLV as of Q1 2018.

  • Icon Wealth Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 34 Vanguard Long-Term Bond ETF shares in Q1 2018, an estimated $3K.
  • Icon Wealth Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's Vanguard Long-Term Bond ETF position peaked at $3K in Q4 2017.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.