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Kore Private Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Kore Private Wealth’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
2021
Q1 		– Sell
-20,045
Closed -$2.2M – 375
2020
Q4 		$2.2M Buy
+20,045
New +$2.23M 0.34% 57

Other funds holding BLV

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Kore Private Wealth's BLV Position: Q1 2021 in Review

Kore Private Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2021, closing a stake of 20,045 shares — an estimated $2.2M sold.

Kore Private Wealth first reported a position in BLV in Q4 2020 and held it in 1 quarter. The position peaked at $2.2M in Q4 2020. 243 funds tracked by Wall St. Rank hold BLV as of Q1 2021.

  • Kore Private Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Kore Private Wealth sold 20,045 Vanguard Long-Term Bond ETF shares in Q1 2021, an estimated $2.2M.
  • Kore Private Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Kore Private Wealth's Vanguard Long-Term Bond ETF position peaked at $2.2M in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2021.

Based on Kore Private Wealth's 13F filing for Q1 2021, filed 18 May 2021.