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Ladenburg Thalmann Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$23.2M Buy
231,242
+16,395
+8% +$1.66M 0.15% 155
2019
Q3 		$22.1M Sell
214,847
-1,577
-0.7% -$158K 0.15% 147
2019
Q2 		$21M Sell
216,424
-21,498
-9% -$2M 0.15% 141
2019
Q1 		$21.9M Sell
237,922
-18,942
-7% -$1.68M 0.17% 139
2018
Q4 		$22.5M Buy
256,864
+29,810
+13% +$2.54M 0.2% 119
2018
Q3 		$19.8M Buy
227,054
+13,002
+6% +$1.15M 0.17% 137
2018
Q2 		$19.5M Hold
214,052
– – 0.18% 126
2018
Q1 		$19.5M Buy
214,052
+31,628
+17% +$2.88M 0.18% 126
2017
Q4 		$17.3M Buy
182,424
+69,061
+61% +$6.5M 0.17% 133
2017
Q3 		$10.6M Buy
113,363
+17,832
+19% +$1.67M 0.12% 178
2017
Q2 		$8.9M Buy
95,531
+20,824
+28% +$1.91M 0.1% 183
2017
Q1 		$6.73M Buy
74,707
+12,106
+19% +$1.09M 0.09% 218
2016
Q4 		$5.68M Sell
62,601
-12,054
-16% -$1.11M 0.08% 230
2016
Q3 		$7.36M Sell
74,655
-3,031
-4% -$300K 0.11% 184
2016
Q2 		$7.62M Buy
77,686
+10,948
+16% +$1.03M 0.12% 173
2016
Q1 		$6.21M Buy
66,738
+37,458
+128% +$3.37M 0.11% 190
2015
Q4 		$2.54M Buy
29,280
+9,990
+52% +$885K 0.05% 354
2015
Q3 		$1.72M Buy
19,290
+7,782
+68% +$692K 0.04% 431
2015
Q2 		$1.01M Buy
11,508
+6,094
+113% +$558K 0.02% 697
2015
Q1 		$521K Buy
5,414
+2,093
+63% +$202K 0.01% 1016
2014
Q4 		$313K Buy
3,321
+1,248
+60% +$115K 0.01% 1163
2014
Q3 		$187K Buy
2,073
+389
+23% +$35.1K 0.01% 1246
2014
Q2 		$151K Sell
1,684
-345
-17% -$30.5K ﹤0.01% 1352
2014
Q1 		$176K Sell
2,029
-2,964
-59% -$252K 0.01% 1192
2013
Q4 		$408K Buy
4,993
+3,343
+203% +$277K 0.01% 763
2013
Q3 		$137K Sell
1,650
-6,778
-80% -$562K ﹤0.01% 1208
2013
Q2 		$718K Buy
+8,428
New +$766K 0.03% 502

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BLV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Long-Term Bond ETF (BLV) stake by 7.6% in Q4 2019, buying an estimated $1.66M and bringing the position to 231,242 shares worth $23.2M. The position accounts for 0.15% of the portfolio, ranked #155.

Ladenburg Thalmann Financial Services first reported a position in BLV in Q2 2013 and has held it in 27 quarters since. 211 funds tracked by Wall St. Rank hold BLV as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 231,242 shares of Vanguard Long-Term Bond ETF worth $23.2M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 16,395 Vanguard Long-Term Bond ETF shares in Q4 2019, an estimated $1.66M.
  • Vanguard Long-Term Bond ETF made up 0.15% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #155 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and has held it in 27 quarters since.
  • 211 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.