Sage Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sage Advisory Services’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 Q3	–	Sell	-17,881	Closed	-$2M	–	52
2020 Q2	$2M	Sell	17,881 -328	-2%	-$35.8K	0.63%	30
2020 Q1	$1.94M	Sell	18,209 -10,387	-36%	-$1.08M	0.75%	29
2019 Q4	$2.87M	Buy	28,596 +11,088	+63%	+$1.12M	0.91%	26
2019 Q3	$1.8M	Buy	17,508 +788	+5%	+$79.2K	0.59%	28
2019 Q2	$1.62M	Sell	16,720 -846	-5%	-$78.5K	0.48%	29
2019 Q1	$1.62M	Buy	17,566 +14,618	+496%	+$1.3M	0.16%	34
2018 Q4	$258K	Buy	+2,948	New	+$251K	0.03%	53
2018 Q2	–	Sell	-5,017	Closed	-$456K	–	51
2018 Q1	$456K	Buy	5,017 +2,118	+73%	+$193K	0.05%	43
2017 Q4	$276K	Sell	2,899 -3,195	-52%	-$300K	0.03%	40
2017 Q3	$571K	Buy	+6,094	New	+$571K	0.06%	31

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

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

BCMIO

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Sage Advisory Services's BLV Position: Q3 2020 in Review

Sage Advisory Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2020, closing a stake of 17,881 shares — an estimated $2M sold.

Sage Advisory Services first reported a position in BLV in Q3 2017 and held it in 10 quarters. The position peaked at $2.87M in Q4 2019. 228 funds tracked by Wall St. Rank hold BLV as of Q3 2020.

Sage Advisory Services reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
Sage Advisory Services sold 17,881 Vanguard Long-Term Bond ETF shares in Q3 2020, an estimated $2M.
Sage Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q3 2017 and held it in 10 quarters.
Sage Advisory Services's Vanguard Long-Term Bond ETF position peaked at $2.87M in Q4 2019.
228 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2020.

Based on Sage Advisory Services's 13F filing for Q3 2020, filed 30 Oct 2020.