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Institute for Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-193
Closed -$19K – 416
2019
Q4 		$19K Buy
+193
New +$19.6K ﹤0.01% 565

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Institute for Wealth Management's BLV Position: Q1 2020 in Review

Institute for Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2020, closing a stake of 193 shares — an estimated $19K sold.

Institute for Wealth Management first reported a position in BLV in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 214 funds tracked by Wall St. Rank hold BLV as of Q1 2020.

  • Institute for Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 193 Vanguard Long-Term Bond ETF shares in Q1 2020, an estimated $19K.
  • Institute for Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Vanguard Long-Term Bond ETF position peaked at $19K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.