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Mosaic Family Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Mosaic Family Wealth’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
2017
Q1 		– Sell
-22
Closed -$2K – 721
2016
Q4 		$2K Hold
22
– – ﹤0.01% 657
2016
Q3 		$2K Hold
22
– – ﹤0.01% 676
2016
Q2 		$3K Hold
22
– – ﹤0.01% 655
2016
Q1 		$2K Buy
+22
New +$1.98K ﹤0.01% 693

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Mosaic Family Wealth's BLV Position: Q1 2017 in Review

Mosaic Family Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2017, closing a stake of 22 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in BLV in Q1 2016 and held it in 4 quarters. The position peaked at $3K in Q2 2016. 119 funds tracked by Wall St. Rank hold BLV as of Q1 2017.

  • Mosaic Family Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 22 Vanguard Long-Term Bond ETF shares in Q1 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Vanguard Long-Term Bond ETF in Q1 2016 and held it in 4 quarters.
  • Mosaic Family Wealth's Vanguard Long-Term Bond ETF position peaked at $3K in Q2 2016.
  • 119 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.