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Oakworth Capital’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Oakworth Capital’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
Q3 		– Sell
-79
Closed -$9K – 573
2020
Q2 		$9K Buy
+79
New +$8.63K ﹤0.01% 412

Other funds holding BLV

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Oakworth Capital's BLV Position: Q3 2020 in Review

Oakworth Capital sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2020, closing a stake of 79 shares — an estimated $9K sold.

Oakworth Capital first reported a position in BLV in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 228 funds tracked by Wall St. Rank hold BLV as of Q3 2020.

  • Oakworth Capital reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Oakworth Capital sold 79 Vanguard Long-Term Bond ETF shares in Q3 2020, an estimated $9K.
  • Oakworth Capital first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 1 quarter.
  • Oakworth Capital's Vanguard Long-Term Bond ETF position peaked at $9K in Q2 2020.
  • 228 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2020.

Based on Oakworth Capital's 13F filing for Q3 2020, filed 9 Nov 2020.