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

MBE 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
2020
Q2 		– Sell
-90
Closed -$9K – 98
2020
Q1 		$9K Buy
+90
New +$9.4K 0.01% 291

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MBE Wealth Management's BLV Position: Q2 2020 in Review

MBE Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2020, closing a stake of 90 shares — an estimated $9K sold.

MBE Wealth Management first reported a position in BLV in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 218 funds tracked by Wall St. Rank hold BLV as of Q2 2020.

  • MBE Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 90 Vanguard Long-Term Bond ETF shares in Q2 2020, an estimated $9K.
  • MBE Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Vanguard Long-Term Bond ETF position peaked at $9K in Q1 2020.
  • 218 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.