Reilly Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Reilly Financial Advisors’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 Q4	$29K	Hold	280	–	–	﹤0.01%	500
2021 Q3	$29K	Hold	280	–	–	﹤0.01%	457
2021 Q2	$29K	Hold	280	–	–	﹤0.01%	467
2021 Q1	$27K	Hold	280	–	–	﹤0.01%	475
2020 Q4	$31K	Hold	280	–	–	﹤0.01%	406
2020 Q3	$31K	Hold	280	–	–	﹤0.01%	372
2020 Q2	$31K	Hold	280	–	–	﹤0.01%	378
2020 Q1	$30K	Hold	280	–	–	﹤0.01%	371
2019 Q4	$28K	Hold	280	–	–	﹤0.01%	431
2019 Q3	$29K	Hold	280	–	–	﹤0.01%	436
2019 Q2	$27K	Buy	+280	New	+$26K	﹤0.01%	469
2017 Q1	–	Sell	-13	Closed	-$1K	–	923
2016 Q4	$1K	Buy	13 +9	+225%	+$828	﹤0.01%	790
2016 Q3	$0	Hold	4	–	–	﹤0.01%	837
2016 Q2	$0	Hold	4	–	–	﹤0.01%	817
2016 Q1	$0	Buy	+4	New	+$359	﹤0.01%	1201
2015 Q3	–	Sell	-11	Closed	-$1K	–	1303
2015 Q2	$1K	Buy	+11	New	+$1.01K	﹤0.01%	1281
2014 Q3	–	Sell	-35	Closed	-$3K	–	826
2014 Q2	$3K	Buy	+35	New	+$3.1K	﹤0.01%	740
2014 Q1	–	Sell	-76	Closed	-$6K	–	799
2013 Q4	$6K	Hold	76	–	–	﹤0.01%	630
2013 Q3	$6K	Hold	76	–	–	﹤0.01%	560
2013 Q2	$7K	Buy	+76	New	+$6.91K	﹤0.01%	542

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Reilly Financial Advisors's BLV Position: Q4 2021 in Review

Reilly Financial Advisors held its Vanguard Long-Term Bond ETF (BLV) position steady in Q4 2021 at 280 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Reilly Financial Advisors first reported a position in BLV in Q2 2013 and has held it in 20 quarters since. The position peaked at $31K in Q4 2020. 272 funds tracked by Wall St. Rank hold BLV as of Q4 2021.

Reilly Financial Advisors held 280 shares of Vanguard Long-Term Bond ETF worth $29K as of Q4 2021.
Reilly Financial Advisors left its Vanguard Long-Term Bond ETF share count unchanged in Q4 2021.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #500 holding.
Reilly Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and has held it in 20 quarters since.
Reilly Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $31K in Q4 2020.
272 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.