MWM
BLV icon

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

MinichMacGregor 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
2018
Q4 		– Sell
-54
Closed -$4K – 143
2018
Q3 		$4K Hold
54
– – ﹤0.01% 402
2018
Q2 		$4K Buy
+54
New +$4.78K ﹤0.01% 397

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

MinichMacGregor Wealth Management's BLV Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2018, closing a stake of 54 shares — an estimated $4K sold.

MinichMacGregor Wealth Management first reported a position in BLV in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 154 funds tracked by Wall St. Rank hold BLV as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 54 Vanguard Long-Term Bond ETF shares in Q4 2018, an estimated $4K.
  • MinichMacGregor Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2018 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Vanguard Long-Term Bond ETF position peaked at $4K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.