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Segall Bryant & Hamill’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Segall Bryant & Hamill’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
Q2 		– Sell
-8,759
Closed -$860K – 774
2021
Q1 		$860K Hold
8,759
– – 0.01% 572
2020
Q4 		$960K Hold
8,759
– – 0.01% 483
2020
Q3 		$980K Buy
+8,759
New +$997K 0.01% 461

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Segall Bryant & Hamill's BLV Position: Q2 2021 in Review

Segall Bryant & Hamill sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 8,759 shares — an estimated $860K sold.

Segall Bryant & Hamill first reported a position in BLV in Q3 2020 and held it in 3 quarters. The position peaked at $980K in Q3 2020. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

  • Segall Bryant & Hamill reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Segall Bryant & Hamill sold 8,759 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $860K.
  • Segall Bryant & Hamill first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 3 quarters.
  • Segall Bryant & Hamill's Vanguard Long-Term Bond ETF position peaked at $980K in Q3 2020.
  • 253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on Segall Bryant & Hamill's 13F filing for Q2 2021, filed 12 Aug 2021.