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Royal Fund Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Royal Fund 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
2020
Q2 		– Sell
-11
Closed -$1K – 190
2020
Q1 		$1K Buy
+11
New +$1.15K ﹤0.01% 515
2018
Q3 		– Sell
-12
Closed -$1K – 525
2018
Q2 		$1K Hold
12
– – ﹤0.01% 506
2018
Q1 		$1K Hold
12
– – ﹤0.01% 473
2017
Q4 		$1K Sell
12
-8
-40% -$752 ﹤0.01% 612
2017
Q3 		$1K Buy
20
+8
+67% +$749 ﹤0.01% 424
2017
Q2 		$1K Hold
12
– – ﹤0.01% 402
2017
Q1 		$1K Buy
+12
New +$1.08K ﹤0.01% 377

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Fund Management's BLV Position: Q2 2020 in Review

Royal Fund Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

Royal Fund Management first reported a position in BLV in Q1 2017 and held it in 7 quarters. The position peaked at $1K in Q1 2020. 218 funds tracked by Wall St. Rank hold BLV as of Q2 2020.

  • Royal Fund Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 11 Vanguard Long-Term Bond ETF shares in Q2 2020, an estimated $1K.
  • Royal Fund Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2017 and held it in 7 quarters.
  • Royal Fund Management's Vanguard Long-Term Bond ETF position peaked at $1K in Q1 2020.
  • 218 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.