Sowell Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-1,059	Closed	-$98K	–	798
2021 Q1	$98K	Sell	1,059 -10,708	-91%	-$1.1M	﹤0.01%	1373
2020 Q4	$1.28M	Sell	11,767 -518	-4%	-$57.7K	0.05%	273
2020 Q3	$1.36M	Buy	12,285 +10,324	+526%	+$1.18M	0.07%	230
2020 Q2	$219K	Sell	1,961 -3,278	-63%	-$358K	0.01%	685
2020 Q1	$559K	Sell	5,239 -4,650	-47%	-$486K	0.04%	370
2019 Q4	$992K	Buy	9,889 +4,354	+79%	+$441K	0.08%	265
2019 Q3	$568K	Buy	+5,535	New	+$556K	0.05%	377
2019 Q1	$531K	Buy	5,760 +1,642	+40%	+$146K	0.06%	313
2018 Q4	$360K	Sell	4,118 -18,782	-82%	-$1.6M	0.05%	341
2018 Q3	$1.84M	Buy	22,900 +19,352	+545%	+$1.71M	0.27%	75
2018 Q2	$314K	Buy	3,548 +561	+19%	+$49.7K	0.07%	217
2018 Q1	$262K	Buy	+2,987	New	+$272K	0.07%	229

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's BLV Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 1,059 shares — an estimated $98K sold.

Sowell Financial Services first reported a position in BLV in Q1 2018 and held it in 12 quarters. The position peaked at $1.84M in Q3 2018. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

Sowell Financial Services reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,059 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $98K.
Sowell Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and held it in 12 quarters.
Sowell Financial Services's Vanguard Long-Term Bond ETF position peaked at $1.84M in Q3 2018.
253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.