KIG
BLV icon

Kowal Investment Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-46
Closed -$5K – 223
2021
Q3 		$5K Buy
+46
New +$4.83K ﹤0.01% 631

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Kowal Investment Group's BLV Position: Q4 2021 in Review

Kowal Investment Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2021, closing a stake of 46 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in BLV in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 271 funds tracked by Wall St. Rank hold BLV as of Q4 2021.

  • Kowal Investment Group reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 46 Vanguard Long-Term Bond ETF shares in Q4 2021, an estimated $5K.
  • Kowal Investment Group first reported a position in Vanguard Long-Term Bond ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Vanguard Long-Term Bond ETF position peaked at $5K in Q3 2021.
  • 271 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.