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Onyx Bridge Wealth Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Onyx Bridge Wealth 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
Q2 		– Sell
-3,512
Closed -$345K – 133
2021
Q1 		$345K Buy
+3,512
New +$360K 0.17% 62

Other funds holding BLV

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Onyx Bridge Wealth Group's BLV Position: Q2 2021 in Review

Onyx Bridge Wealth Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 3,512 shares — an estimated $345K sold.

Onyx Bridge Wealth Group first reported a position in BLV in Q1 2021 and held it in 1 quarter. The position peaked at $345K in Q1 2021. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

  • Onyx Bridge Wealth Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 3,512 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $345K.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and held it in 1 quarter.
  • Onyx Bridge Wealth Group's Vanguard Long-Term Bond ETF position peaked at $345K in Q1 2021.
  • 253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2021, filed 20 Jul 2021.