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New England Investment & Retirement Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

New England Investment & Retirement Group’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
2020
Q2 		– Sell
-10
Closed -$1K – 81
2020
Q1 		$1K Buy
+10
New +$1.04K ﹤0.01% 199

Other funds holding BLV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New England Investment & Retirement Group's BLV Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2020, closing a stake of 10 shares — an estimated $1K sold.

New England Investment & Retirement Group first reported a position in BLV in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 218 funds tracked by Wall St. Rank hold BLV as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 10 Vanguard Long-Term Bond ETF shares in Q2 2020, an estimated $1K.
  • New England Investment & Retirement Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Vanguard Long-Term Bond ETF position peaked at $1K in Q1 2020.
  • 218 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.