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LBA Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

LBA Wealth Management’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
2017
Q1 		$5K Hold
59
– – ﹤0.01% 360
2016
Q4 		$5K Hold
59
– – ﹤0.01% 362
2016
Q3 		$6K Hold
59
– – ﹤0.01% 356
2016
Q2 		$6K Hold
59
– – ﹤0.01% 340
2016
Q1 		$5K Hold
59
– – ﹤0.01% 345
2015
Q4 		$5K Buy
+59
New +$5.23K ﹤0.01% 337

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

LBA Wealth Management's BLV Position: Q1 2017 in Review

LBA Wealth Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2017 at 59 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

LBA Wealth Management first reported a position in BLV in Q4 2015 and has held it in 6 quarters since. The position peaked at $6K in Q3 2016. 119 funds tracked by Wall St. Rank hold BLV as of Q1 2017.

  • LBA Wealth Management held 59 shares of Vanguard Long-Term Bond ETF worth $5K as of Q1 2017.
  • LBA Wealth Management left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2017.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #360 holding.
  • LBA Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2015 and has held it in 6 quarters since.
  • LBA Wealth Management's Vanguard Long-Term Bond ETF position peaked at $6K in Q3 2016.
  • 119 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.