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Regency Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Regency Capital Management’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
2022
Q2 		– Sell
-266
Closed -$24K – 88
2022
Q1 		$24K Hold
266
– – 0.02% 82
2021
Q4 		$27K Buy
+266
New +$27.5K 0.02% 90

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LNC
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KIM
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Regency Capital Management's BLV Position: Q2 2022 in Review

Regency Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 266 shares — an estimated $24K sold.

Regency Capital Management first reported a position in BLV in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

  • Regency Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Regency Capital Management sold 266 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $24K.
  • Regency Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Regency Capital Management's Vanguard Long-Term Bond ETF position peaked at $27K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on Regency Capital Management's 13F filing for Q2 2022, filed 3 Aug 2022.