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Insight Wealth Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-2,269
Closed -$233K – 199
2019
Q3 		$233K Buy
+2,269
New +$228K 0.05% 173

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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Insight Wealth Strategies's BLV Position: Q4 2019 in Review

Insight Wealth Strategies sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2019, closing a stake of 2,269 shares — an estimated $233K sold.

Insight Wealth Strategies first reported a position in BLV in Q3 2019 and held it in 1 quarter. The position peaked at $233K in Q3 2019. 211 funds tracked by Wall St. Rank hold BLV as of Q4 2019.

  • Insight Wealth Strategies reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,269 Vanguard Long-Term Bond ETF shares in Q4 2019, an estimated $233K.
  • Insight Wealth Strategies first reported a position in Vanguard Long-Term Bond ETF in Q3 2019 and held it in 1 quarter.
  • Insight Wealth Strategies's Vanguard Long-Term Bond ETF position peaked at $233K in Q3 2019.
  • 211 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2019.

Based on Insight Wealth Strategies's 13F filing for Q4 2019, filed 21 Feb 2020.