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

Marks Wealth’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
-1,895
Closed -$208K – 41
2020
Q4 		$208K Buy
+1,895
New +$211K 0.07% 36

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

Marks Wealth's BLV Position: Q1 2021 in Review

Marks Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2021, closing a stake of 1,895 shares — an estimated $208K sold.

Marks Wealth first reported a position in BLV in Q4 2020 and held it in 1 quarter. The position peaked at $208K in Q4 2020. 243 funds tracked by Wall St. Rank hold BLV as of Q1 2021.

  • Marks Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Marks Wealth sold 1,895 Vanguard Long-Term Bond ETF shares in Q1 2021, an estimated $208K.
  • Marks Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Marks Wealth's Vanguard Long-Term Bond ETF position peaked at $208K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2021.

Based on Marks Wealth's 13F filing for Q1 2021, filed 12 Apr 2021.