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Peachtree Investment Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Peachtree Investment Partners’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
Q1 		– Sell
-316
Closed -$35K – 92
2020
Q4 		$35K Buy
316
+11
+4% +$1.23K 0.02% 78
2020
Q3 		$34K Buy
305
+2
+0.7% +$228 0.02% 68
2020
Q2 		$34K Buy
303
+3
+1% +$328 0.03% 65
2020
Q1 		$32K Sell
300
-263
-47% -$27.5K 0.03% 58
2019
Q4 		$57K Buy
+563
New +$57K 0.04% 67

Other funds holding BLV

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Wells Fargo
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $43.3B AUM 29.3% 1-Year Est. Return

Peachtree Investment Partners's BLV Position: Q1 2021 in Review

Peachtree Investment Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2021, closing a stake of 316 shares — an estimated $35K sold.

Peachtree Investment Partners first reported a position in BLV in Q4 2019 and held it in 5 quarters. The position peaked at $57K in Q4 2019. 243 funds tracked by Wall St. Rank hold BLV as of Q1 2021.

  • Peachtree Investment Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Peachtree Investment Partners sold 316 Vanguard Long-Term Bond ETF shares in Q1 2021, an estimated $35K.
  • Peachtree Investment Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 5 quarters.
  • Peachtree Investment Partners's Vanguard Long-Term Bond ETF position peaked at $57K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2021.

Based on Peachtree Investment Partners's 13F filing for Q1 2021, filed 5 May 2021.