Rowland Carmichael Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Rowland Carmichael 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
2019 Q2	–	Sell	-41	Closed	-$4K	–	330
2019 Q1	$4K	Hold	41	–	–	﹤0.01%	321
2018 Q4	$4K	Hold	41	–	–	﹤0.01%	291
2018 Q3	$4K	Hold	41	–	–	﹤0.01%	339
2018 Q2	$4K	Hold	41	–	–	﹤0.01%	342
2018 Q1	$4K	Hold	41	–	–	﹤0.01%	303
2017 Q4	$4K	Hold	41	–	–	﹤0.01%	310
2017 Q3	$4K	Hold	41	–	–	﹤0.01%	288
2017 Q2	$4K	Hold	41	–	–	﹤0.01%	283
2017 Q1	$4K	Hold	41	–	–	﹤0.01%	277
2016 Q4	$4K	Hold	41	–	–	﹤0.01%	297
2016 Q3	$4K	Hold	41	–	–	﹤0.01%	278
2016 Q2	$4K	Hold	41	–	–	﹤0.01%	286
2016 Q1	$4K	Buy	+41	New	+$3.68K	﹤0.01%	205

Other funds holding BLV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rowland Carmichael Advisors's BLV Position: Q2 2019 in Review

Rowland Carmichael Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2019, closing a stake of 41 shares — an estimated $4K sold.

Rowland Carmichael Advisors first reported a position in BLV in Q1 2016 and held it in 13 quarters. The position peaked at $4K in Q1 2019. 170 funds tracked by Wall St. Rank hold BLV as of Q2 2019.

Rowland Carmichael Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 41 Vanguard Long-Term Bond ETF shares in Q2 2019, an estimated $4K.
Rowland Carmichael Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2016 and held it in 13 quarters.
Rowland Carmichael Advisors's Vanguard Long-Term Bond ETF position peaked at $4K in Q1 2019.
170 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2019, filed 10 Feb 2020.