PSW
BLV icon

Portfolio Strategies (Washington)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$3K Buy
37
+5
+16% +$470 0.01% 65
2017
Q3 		$3K Hold
32
– – 0.01% 54
2017
Q2 		$3K Hold
32
– – ﹤0.01% 63
2017
Q1 		$3K Buy
32
+2
+7% +$179 ﹤0.01% 65
2016
Q4 		$3K Buy
+30
New +$2.76K ﹤0.01% 76

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Portfolio Strategies (Washington)'s BLV Position: Q4 2017 in Review

Portfolio Strategies (Washington) increased its Vanguard Long-Term Bond ETF (BLV) stake by 16% in Q4 2017, buying an estimated $470 and bringing the position to 37 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #65.

Portfolio Strategies (Washington) first reported a position in BLV in Q4 2016 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold BLV as of Q4 2017.

  • Portfolio Strategies (Washington) held 37 shares of Vanguard Long-Term Bond ETF worth $3K as of Q4 2017.
  • Portfolio Strategies (Washington) bought 5 Vanguard Long-Term Bond ETF shares in Q4 2017, an estimated $470.
  • Vanguard Long-Term Bond ETF made up 0.01% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #65 holding.
  • Portfolio Strategies (Washington) first reported a position in Vanguard Long-Term Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.