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McAdam LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-24
Closed -$2K – 119
2018
Q3 		$2K Hold
24
– – ﹤0.01% 499
2018
Q2 		$2K Sell
24
-91
-79% -$8.06K ﹤0.01% 479
2018
Q1 		$10K Buy
+115
New +$10.5K ﹤0.01% 326

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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 $445B AUM 25.58% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return

McAdam LLC's BLV Position: Q4 2018 in Review

McAdam LLC sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2018, closing a stake of 24 shares — an estimated $2K sold.

McAdam LLC first reported a position in BLV in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q1 2018. 154 funds tracked by Wall St. Rank hold BLV as of Q4 2018.

  • McAdam LLC reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 24 Vanguard Long-Term Bond ETF shares in Q4 2018, an estimated $2K.
  • McAdam LLC first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Vanguard Long-Term Bond ETF position peaked at $10K in Q1 2018.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.