Integrated Wealth Management (Palm Desert)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$430K	Buy	4,777 +29	+0.6%	+$2.6K	0.14%	147
2016 Q4	$423K	Buy	4,748 +84	+2%	+$7.72K	0.16%	144
2016 Q3	$460K	Buy	4,664 +42	+0.9%	+$4.16K	0.16%	132
2016 Q2	$453K	Buy	4,622 +4,497	+3,598%	+$425K	0.18%	118
2016 Q1	$12K	Hold	125	–	–	0.01%	662
2015 Q4	$11K	Hold	125	–	–	﹤0.01%	738
2015 Q3	$11K	Hold	125	–	–	﹤0.01%	736
2015 Q2	$11K	Hold	125	–	–	﹤0.01%	763
2015 Q1	$12K	Buy	+125	New	+$12K	0.01%	714

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BLV Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.61% in Q1 2017, buying an estimated $2.6K and bringing the position to 4,777 shares worth $430K. The position accounts for 0.14% of the portfolio, ranked #147.

Integrated Wealth Management (Palm Desert) first reported a position in BLV in Q1 2015 and has held it in 9 quarters since. The position peaked at $460K in Q3 2016. 119 funds tracked by Wall St. Rank hold BLV as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 4,777 shares of Vanguard Long-Term Bond ETF worth $430K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 29 Vanguard Long-Term Bond ETF shares in Q1 2017, an estimated $2.6K.
Vanguard Long-Term Bond ETF made up 0.14% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #147 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Vanguard Long-Term Bond ETF in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s Vanguard Long-Term Bond ETF position peaked at $460K in Q3 2016.
119 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.