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Lighthouse Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Lighthouse Financial Advisors’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
-2,285
Closed -$250K – 109
2020
Q4 		$250K Sell
2,285
-202
-8% -$22.5K 0.08% 97
2020
Q3 		$278K Hold
2,487
– – 0.11% 85
2020
Q2 		$277K Buy
+2,487
New +$272K 0.12% 84

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

Lighthouse Financial Advisors's BLV Position: Q1 2021 in Review

Lighthouse Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2021, closing a stake of 2,285 shares — an estimated $250K sold.

Lighthouse Financial Advisors first reported a position in BLV in Q2 2020 and held it in 3 quarters. The position peaked at $278K in Q3 2020. 243 funds tracked by Wall St. Rank hold BLV as of Q1 2021.

  • Lighthouse Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 2,285 Vanguard Long-Term Bond ETF shares in Q1 2021, an estimated $250K.
  • Lighthouse Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 3 quarters.
  • Lighthouse Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $278K in Q3 2020.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.