Mid Atlantic Financial Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.01M	Sell	9,849 -16,965	-63%	-$1.78M	0.07%	250
2021 Q2	$2.76M	Buy	26,814 +1,800	+7%	+$180K	0.19%	116
2021 Q1	$2.46M	Buy	25,014 +11,775	+89%	+$1.21M	0.18%	124
2020 Q4	$1.45M	Buy	13,239 +798	+6%	+$88.8K	0.11%	167
2020 Q3	$1.37M	Buy	12,441 +2,850	+30%	+$325K	0.12%	156
2020 Q2	$1.07M	Sell	9,591 -16,682	-63%	-$1.82M	0.1%	176
2020 Q1	$2.8M	Sell	26,273 -173	-0.7%	-$18.1K	0.32%	73
2019 Q4	$2.65M	Buy	26,446 +4,365	+20%	+$442K	0.25%	92
2019 Q3	$2.27M	Buy	22,081 +582	+3%	+$58.5K	0.24%	86
2019 Q2	$2.09M	Buy	21,499 +7,940	+59%	+$737K	0.22%	102
2019 Q1	$1.25M	Buy	13,559 +3,099	+30%	+$275K	0.14%	140
2018 Q4	$915K	Buy	+10,460	New	+$892K	0.11%	171

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mid Atlantic Financial Management's BLV Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 63% in Q3 2021, selling an estimated $1.78M and leaving 9,849 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #250.

Mid Atlantic Financial Management first reported a position in BLV in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.8M in Q1 2020. 257 funds tracked by Wall St. Rank hold BLV as of Q3 2021.

Mid Atlantic Financial Management held 9,849 shares of Vanguard Long-Term Bond ETF worth $1.01M as of Q3 2021.
Mid Atlantic Financial Management sold 16,965 Vanguard Long-Term Bond ETF shares in Q3 2021, an estimated $1.78M.
Vanguard Long-Term Bond ETF made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #250 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Vanguard Long-Term Bond ETF position peaked at $2.8M in Q1 2020.
257 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.