LMKC
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L.M. Kohn & Company’s Vanguard Long-Term Bond ETF BLV Stock Holding History

L.M. Kohn & Company’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
Q2 		– Sell
-2,440
Closed -$224K – 235
2022
Q1 		$224K Buy
+2,440
New +$233K 0.09% 222

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LNC
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KIM
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

L.M. Kohn & Company's BLV Position: Q2 2022 in Review

L.M. Kohn & Company sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 2,440 shares — an estimated $224K sold.

L.M. Kohn & Company first reported a position in BLV in Q1 2022 and held it in 1 quarter. The position peaked at $224K in Q1 2022. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

  • L.M. Kohn & Company reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 2,440 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $224K.
  • L.M. Kohn & Company first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 1 quarter.
  • L.M. Kohn & Company's Vanguard Long-Term Bond ETF position peaked at $224K in Q1 2022.
  • 256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on L.M. Kohn & Company's 13F filing for Q2 2022, filed 5 Aug 2022.