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Morningstar Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Morningstar Investment 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
2019
Q2 		– Sell
-135,463
Closed -$12.5M – 21
2019
Q1 		$12.5M Buy
135,463
+67,112
+98% +$5.95M 6.29% 7
2018
Q4 		$5.98M Buy
+68,351
New +$5.83M 4.75% 7

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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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morningstar Investment Management's BLV Position: Q2 2019 in Review

Morningstar Investment Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2019, closing a stake of 135,463 shares — an estimated $12.5M sold.

Morningstar Investment Management first reported a position in BLV in Q4 2018 and held it in 2 quarters. The position peaked at $12.5M in Q1 2019. 170 funds tracked by Wall St. Rank hold BLV as of Q2 2019.

  • Morningstar Investment Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Morningstar Investment Management sold 135,463 Vanguard Long-Term Bond ETF shares in Q2 2019, an estimated $12.5M.
  • Morningstar Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and held it in 2 quarters.
  • Morningstar Investment Management's Vanguard Long-Term Bond ETF position peaked at $12.5M in Q1 2019.
  • 170 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2019.

Based on Morningstar Investment Management's 13F filing for Q2 2019, filed 5 Aug 2019.