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Investment Centers of America’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-144,866
Closed -$13.6M – 48
2017
Q3 		$13.6M Buy
144,866
+8,123
+6% +$761K 1% 23
2017
Q2 		$12.7M Buy
136,743
+14,227
+12% +$1.31M 0.96% 23
2017
Q1 		$11M Buy
122,516
+2,982
+2% +$267K 0.85% 26
2016
Q4 		$10.7M Buy
119,534
+16,174
+16% +$1.49M 0.91% 22
2016
Q3 		$10.2M Buy
103,360
+9,178
+10% +$908K 1.06% 18
2016
Q2 		$9.25M Buy
94,182
+1,424
+2% +$134K 1.04% 21
2016
Q1 		$8.64M Buy
92,758
+6,476
+8% +$582K 0.96% 23
2015
Q4 		$7.49M Buy
86,282
+23,209
+37% +$2.06M 0.98% 18
2015
Q3 		$5.63M Buy
63,073
+10,570
+20% +$939K 0.86% 19
2015
Q2 		$4.6M Buy
52,503
+14,900
+40% +$1.36M 0.7% 29
2015
Q1 		$3.63M Buy
+37,603
New +$3.62M 0.54% 42
2014
Q4 		– Sell
-31,757
Closed -$2.87M – 405
2014
Q3 		$2.87M Buy
31,757
+2,765
+10% +$250K 0.51% 50
2014
Q2 		$2.61M Buy
28,992
+5,255
+22% +$465K 0.6% 42
2014
Q1 		$1.98M Buy
+23,737
New +$2.02M 0.41% 75
2013
Q4 		– Sell
-23,737
Closed -$1.98M – 255
2013
Q3 		$1.98M Buy
23,737
+2,184
+10% +$181K 0.4% 76
2013
Q2 		$1.84M Buy
+21,553
New +$1.96M 0.5% 60

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Investment Centers of America's BLV Position: Q4 2017 in Review

Investment Centers of America sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2017, closing a stake of 144,866 shares — an estimated $13.6M sold.

Investment Centers of America first reported a position in BLV in Q2 2013 and held it in 16 quarters. The position peaked at $13.6M in Q3 2017. 146 funds tracked by Wall St. Rank hold BLV as of Q4 2017.

  • Investment Centers of America reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 144,866 Vanguard Long-Term Bond ETF shares in Q4 2017, an estimated $13.6M.
  • Investment Centers of America first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and held it in 16 quarters.
  • Investment Centers of America's Vanguard Long-Term Bond ETF position peaked at $13.6M in Q3 2017.
  • 146 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.