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Planned Solutions’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Planned Solutions’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
-325
Closed -$36K – 100
2020
Q4 		$36K Hold
325
– – 0.03% 237
2020
Q3 		$36K Buy
+325
New +$37K 0.04% 180

Other funds holding BLV

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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 $38.8B AUM 21.88% 1-Year Est. Return

Planned Solutions's BLV Position: Q1 2021 in Review

Planned Solutions sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2021, closing a stake of 325 shares — an estimated $36K sold.

Planned Solutions first reported a position in BLV in Q3 2020 and held it in 2 quarters. The position peaked at $36K in Q4 2020. 243 funds tracked by Wall St. Rank hold BLV as of Q1 2021.

  • Planned Solutions reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 325 Vanguard Long-Term Bond ETF shares in Q1 2021, an estimated $36K.
  • Planned Solutions first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's Vanguard Long-Term Bond ETF position peaked at $36K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.