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

JNBA 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
2022 Q3	–	Sell	-35	Closed	-$3K	–	689
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	605
2022 Q1	$3K	Hold	35	–	–	﹤0.01%	591
2021 Q4	$4K	Hold	35	–	–	﹤0.01%	629
2021 Q3	$4K	Hold	35	–	–	﹤0.01%	605
2021 Q2	$4K	Hold	35	–	–	﹤0.01%	559
2021 Q1	$3K	Hold	35	–	–	﹤0.01%	564
2020 Q4	$4K	Hold	35	–	–	﹤0.01%	504
2020 Q3	$4K	Hold	35	–	–	﹤0.01%	471
2020 Q2	$4K	Hold	35	–	–	﹤0.01%	465
2020 Q1	$4K	Sell	35 -304	-90%	-$31.8K	﹤0.01%	458
2019 Q4	$34K	Buy	339 +304	+869%	+$30.8K	0.01%	287
2019 Q3	$4K	Hold	35	–	–	﹤0.01%	486
2019 Q2	$3K	Hold	35	–	–	﹤0.01%	551
2019 Q1	$3K	Hold	35	–	–	﹤0.01%	481
2018 Q4	$3K	Buy	+35	New	+$2.98K	﹤0.01%	457

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JNBA Financial Advisors's BLV Position: Q3 2022 in Review

JNBA Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 35 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in BLV in Q4 2018 and held it in 15 quarters. The position peaked at $34K in Q4 2019. 249 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

JNBA Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
JNBA Financial Advisors sold 35 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $3K.
JNBA Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and held it in 15 quarters.
JNBA Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $34K in Q4 2019.
249 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.