IH
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IFC Holdings’s Vanguard Long-Term Bond ETF BLV Stock Holding History

IFC Holdings’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
-356,521
Closed -$33.9M – 36
2017
Q4 		$33.9M Buy
356,521
+4,181
+1% +$393K 2.33% 9
2017
Q3 		$33M Buy
352,340
+23,138
+7% +$2.17M 2.3% 9
2017
Q2 		$30.7M Buy
329,202
+28,160
+9% +$2.59M 2.35% 9
2017
Q1 		$27.1M Sell
301,042
-2,281
-0.8% -$204K 2.38% 9
2016
Q4 		$27.1M Buy
303,323
+25,126
+9% +$2.31M 2.69% 7
2016
Q3 		$27.4M Buy
278,197
+23,724
+9% +$2.35M 2.89% 7
2016
Q2 		$25.2M Buy
254,473
+28,165
+12% +$2.66M 2.84% 7
2016
Q1 		$21.1M Buy
226,308
+8,431
+4% +$758K 2.65% 7
2015
Q4 		$18.9M Buy
217,877
+27,522
+14% +$2.44M 2.52% 7
2015
Q3 		$16.9M Buy
190,355
+11,091
+6% +$986K 2.57% 7
2015
Q2 		$15.5M Buy
179,264
+51,737
+41% +$4.73M 2.25% 7
2015
Q1 		$12.3M Buy
127,527
+14,308
+13% +$1.38M 1.88% 10
2014
Q4 		$10.6M Buy
113,219
+6,950
+7% +$641K 1.75% 9
2014
Q3 		$9.59M Buy
106,269
+9,440
+10% +$852K 1.73% 9
2014
Q2 		$8.69M Buy
96,829
+9,050
+10% +$801K 1.59% 10
2014
Q1 		$7.65M Buy
87,779
+5,490
+7% +$466K 1.58% 13
2013
Q4 		$6.71M Buy
82,289
+5,319
+7% +$440K 1.42% 13
2013
Q3 		$6.41M Buy
76,970
+5,700
+8% +$473K 1.39% 11
2013
Q2 		$6.07M Buy
+71,270
New +$6.48M 1.45% 10

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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

IFC Holdings's BLV Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2018, closing a stake of 356,521 shares — an estimated $33.9M sold.

IFC Holdings first reported a position in BLV in Q2 2013 and held it in 19 quarters. The position peaked at $33.9M in Q4 2017. 154 funds tracked by Wall St. Rank hold BLV as of Q1 2018.

  • IFC Holdings reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 356,521 Vanguard Long-Term Bond ETF shares in Q1 2018, an estimated $33.9M.
  • IFC Holdings first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's Vanguard Long-Term Bond ETF position peaked at $33.9M in Q4 2017.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.