Moneywise Inc’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Moneywise Inc’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
2019 Q2	–	Sell	-38,153	Closed	-$3.47M	–	43
2019 Q1	$3.47M	Buy	+38,153	New	+$3.38M	2.97%	14
2018 Q4	–	Sell	-4,296	Closed	-$376K	–	37
2018 Q3	$376K	Sell	4,296 -22,287	-84%	-$1.97M	0.32%	26
2018 Q2	$2.36M	Sell	26,583 -12,451	-32%	-$1.1M	2.02%	16
2018 Q1	$3.55M	Buy	39,034 +26,629	+215%	+$2.43M	2.95%	14
2017 Q4	$1.18M	Buy	12,405 +9,335	+304%	+$878K	0.88%	18
2017 Q3	$288K	Buy	3,070 +216	+8%	+$20.2K	0.23%	28
2017 Q2	$266K	Buy	2,854 +233	+9%	+$21.4K	0.23%	31
2017 Q1	$236K	Buy	2,621 +259	+11%	+$23.2K	0.21%	32
2016 Q4	$210K	Sell	2,362 -29	-1%	-$2.67K	0.21%	32
2016 Q3	$236K	Buy	+2,391	New	+$237K	0.25%	30

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Moneywise Inc's BLV Position: Q2 2019 in Review

Moneywise Inc sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2019, closing a stake of 38,153 shares — an estimated $3.47M sold.

Moneywise Inc first reported a position in BLV in Q3 2016 and held it in 10 quarters. The position peaked at $3.55M in Q1 2018. 170 funds tracked by Wall St. Rank hold BLV as of Q2 2019.

Moneywise Inc reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Moneywise Inc sold 38,153 Vanguard Long-Term Bond ETF shares in Q2 2019, an estimated $3.47M.
Moneywise Inc first reported a position in Vanguard Long-Term Bond ETF in Q3 2016 and held it in 10 quarters.
Moneywise Inc's Vanguard Long-Term Bond ETF position peaked at $3.55M in Q1 2018.
170 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2019.

Based on Moneywise Inc's 13F filing for Q2 2019, filed 17 Jul 2019.