Northstar Advisory Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Northstar Advisory 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
2022 Q1	–	Sell	-2,030	Closed	-$209K	–	104
2021 Q4	$209K	Buy	+2,030	New	+$210K	0.12%	96
2021 Q3	–	Sell	-2,000	Closed	-$206K	–	52
2021 Q2	$206K	Buy	+2,000	New	+$200K	0.13%	105
2021 Q1	–	Sell	-2,235	Closed	-$245K	–	105
2020 Q4	$245K	Buy	+2,235	New	+$249K	0.21%	95

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northstar Advisory Group's BLV Position: Q1 2022 in Review

Northstar Advisory Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2022, closing a stake of 2,030 shares — an estimated $209K sold.

Northstar Advisory Group first reported a position in BLV in Q4 2020 and held it in 3 quarters. The position peaked at $245K in Q4 2020. 261 funds tracked by Wall St. Rank hold BLV as of Q1 2022.

Northstar Advisory Group reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Northstar Advisory Group sold 2,030 Vanguard Long-Term Bond ETF shares in Q1 2022, an estimated $209K.
Northstar Advisory Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 3 quarters.
Northstar Advisory Group's Vanguard Long-Term Bond ETF position peaked at $245K in Q4 2020.
261 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2022.

Based on Northstar Advisory Group's 13F filing for Q1 2022, filed 14 Apr 2022.