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Sargent Bickham Lagudis’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sargent Bickham Lagudis’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
-34
Closed -$3K – 1053
2022
Q1 		$3K Hold
34
– – ﹤0.01% 839
2021
Q4 		$3K Hold
34
– – ﹤0.01% 850
2021
Q3 		$3K Hold
34
– – ﹤0.01% 846
2021
Q2 		$4K Buy
+34
New +$3.4K ﹤0.01% 813

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
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

Sargent Bickham Lagudis's BLV Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 34 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in BLV in Q2 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

  • Sargent Bickham Lagudis reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 34 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $3K.
  • Sargent Bickham Lagudis first reported a position in Vanguard Long-Term Bond ETF in Q2 2021 and held it in 4 quarters.
  • Sargent Bickham Lagudis's Vanguard Long-Term Bond ETF position peaked at $4K in Q2 2021.
  • 256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.