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Lion Street Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Lion Street 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
Q3 		– Sell
-200
Closed -$20.6K – 150
2021
Q2 		$20.6K Buy
+200
New +$20K 0.75% 29
2020
Q4 		– Sell
-5,109
Closed -$582K – 43
2020
Q3 		$582K Buy
+5,109
New +$582K 1.18% 23
2020
Q2 		– Sell
-1,741
Closed -$186K – 74
2020
Q1 		$186K Buy
+1,741
New +$182K 1.01% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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 $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lion Street Advisors's BLV Position: Q3 2021 in Review

Lion Street Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2021, closing a stake of 200 shares — an estimated $20.6K sold.

Lion Street Advisors first reported a position in BLV in Q1 2020 and held it in 3 quarters. The position peaked at $582K in Q3 2020. 257 funds tracked by Wall St. Rank hold BLV as of Q3 2021.

  • Lion Street Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Lion Street Advisors sold 200 Vanguard Long-Term Bond ETF shares in Q3 2021, an estimated $20.6K.
  • Lion Street Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and held it in 3 quarters.
  • Lion Street Advisors's Vanguard Long-Term Bond ETF position peaked at $582K in Q3 2020.
  • 257 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2021.

Based on Lion Street Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.