NFG
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Next Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Next Financial 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
2021
Q4 		$7.61M Buy
73,901
+29,342
+66% +$3.03M 0.5% 33
2021
Q3 		$4.56M Buy
44,559
+15,790
+55% +$1.66M 0.36% 46
2021
Q2 		$2.96M Buy
28,769
+2,553
+10% +$255K 0.24% 91
2021
Q1 		$2.57M Sell
26,216
-2,887
-10% -$296K 0.23% 97
2020
Q4 		$3.19M Sell
29,103
-4,589
-14% -$511K 0.31% 74
2020
Q3 		$3.77M Buy
33,692
+8,350
+33% +$951K 0.41% 48
2020
Q2 		$2.83M Buy
25,342
+8,577
+51% +$937K 0.33% 73
2020
Q1 		$1.79M Sell
16,765
-26,773
-61% -$2.8M 0.23% 97
2019
Q4 		$4.37M Sell
43,538
-2,538
-6% -$257K 0.45% 37
2019
Q3 		$4.73M Buy
46,076
+833
+2% +$83.7K 0.51% 30
2019
Q2 		$4.39M Buy
45,243
+9,205
+26% +$855K 0.47% 34
2019
Q1 		$3.32M Buy
36,038
+27,521
+323% +$2.44M 0.84% 12
2018
Q4 		$745K Buy
8,517
+7,984
+1,498% +$681K 0.15% 163
2018
Q3 		$47K Buy
+533
New +$47.2K 0.02% 563
2018
Q2 		– Sell
-9,704
Closed -$882K – 298
2018
Q1 		$882K Buy
+9,704
New +$885K 0.19% 137
2017
Q4 		– Sell
-505
Closed -$48K – 384
2017
Q3 		$48K Sell
505
-433
-46% -$40.5K 0.01% 699
2017
Q2 		$87K Buy
938
+638
+213% +$58.7K 0.02% 586
2017
Q1 		$27K Sell
300
-1,553
-84% -$139K 0.01% 937
2016
Q4 		$165K Sell
1,853
-1,376
-43% -$127K 0.03% 529
2016
Q3 		$318K Buy
+3,229
New +$319K 0.06% 340
2014
Q4 		– Sell
-150
Closed -$14K – 1927
2014
Q3 		$14K Buy
+150
New +$13.5K ﹤0.01% 1592

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Next Financial Group's BLV Position: Q4 2021 in Review

Next Financial Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 66% in Q4 2021, buying an estimated $3.03M and bringing the position to 73,901 shares worth $7.61M. The position accounts for 0.5% of the portfolio, ranked #33.

Next Financial Group first reported a position in BLV in Q3 2014 and has held it in 21 quarters since. 272 funds tracked by Wall St. Rank hold BLV as of Q4 2021.

  • Next Financial Group held 73,901 shares of Vanguard Long-Term Bond ETF worth $7.61M as of Q4 2021.
  • Next Financial Group bought 29,342 Vanguard Long-Term Bond ETF shares in Q4 2021, an estimated $3.03M.
  • Vanguard Long-Term Bond ETF made up 0.5% of Next Financial Group's portfolio in Q4 2021, its #33 holding.
  • Next Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q3 2014 and has held it in 21 quarters since.
  • 272 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.