Independent Portfolio Consultants’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Independent Portfolio Consultants’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
2015 Q2	–	Sell	-21,581	Closed	-$2.08M	–	882
2015 Q1	$2.08M	Buy	21,581 +7,246	+51%	+$698K	0.43%	75
2014 Q4	$1.35M	Buy	14,335 +7,010	+96%	+$647K	0.27%	125
2014 Q3	$661K	Buy	7,325 +205	+3%	+$18.5K	0.18%	164
2014 Q2	$640K	Sell	7,120 -6,480	-48%	-$573K	0.18%	168
2014 Q1	$1.18M	Buy	+13,600	New	+$1.15M	0.37%	62

Other funds holding BLV

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

Independent Portfolio Consultants's BLV Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2015, closing a stake of 21,581 shares — an estimated $2.08M sold.

Independent Portfolio Consultants first reported a position in BLV in Q1 2014 and held it in 5 quarters. The position peaked at $2.08M in Q1 2015. 77 funds tracked by Wall St. Rank hold BLV as of Q2 2015.

Independent Portfolio Consultants reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 21,581 Vanguard Long-Term Bond ETF shares in Q2 2015, an estimated $2.08M.
Independent Portfolio Consultants first reported a position in Vanguard Long-Term Bond ETF in Q1 2014 and held it in 5 quarters.
Independent Portfolio Consultants's Vanguard Long-Term Bond ETF position peaked at $2.08M in Q1 2015.
77 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.