IFA
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Interactive Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Interactive Financial Advisors’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
Q4 		– Sell
-43
Closed -$4K – 104
2018
Q3 		$4K Buy
+43
New +$3.81K ﹤0.01% 115

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TAIM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return

Interactive Financial Advisors's BLV Position: Q4 2018 in Review

Interactive Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2018, closing a stake of 43 shares — an estimated $4K sold.

Interactive Financial Advisors first reported a position in BLV in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 154 funds tracked by Wall St. Rank hold BLV as of Q4 2018.

  • Interactive Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Interactive Financial Advisors sold 43 Vanguard Long-Term Bond ETF shares in Q4 2018, an estimated $4K.
  • Interactive Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2018 and held it in 1 quarter.
  • Interactive Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $4K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2018.

Based on Interactive Financial Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.