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Piedmont Capital Management (Montana)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Piedmont Capital Management (Montana)’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
-72,630
Closed -$7.96M – 40
2020
Q4 		$7.96M Buy
+72,630
New +$8.09M 8.07% 4

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Morgan Stanley
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Ameriprise
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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 $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Piedmont Capital Management (Montana)'s BLV Position: Q1 2021 in Review

Piedmont Capital Management (Montana) sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2021, closing a stake of 72,630 shares — an estimated $7.96M sold.

Piedmont Capital Management (Montana) first reported a position in BLV in Q4 2020 and held it in 1 quarter. The position peaked at $7.96M in Q4 2020. 243 funds tracked by Wall St. Rank hold BLV as of Q1 2021.

  • Piedmont Capital Management (Montana) reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 72,630 Vanguard Long-Term Bond ETF shares in Q1 2021, an estimated $7.96M.
  • Piedmont Capital Management (Montana) first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Piedmont Capital Management (Montana)'s Vanguard Long-Term Bond ETF position peaked at $7.96M in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2021.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q1 2021, filed 5 May 2021.