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

Stearns Financial Services Group’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	$25K	Hold	228	–	–	﹤0.01%	187
2020 Q2	$25K	Hold	228	–	–	﹤0.01%	174
2020 Q1	$24K	Hold	228	–	–	﹤0.01%	170
2019 Q4	$23K	Hold	228	–	–	﹤0.01%	166
2019 Q3	$23K	Hold	228	–	–	﹤0.01%	157
2019 Q2	$22K	Hold	228	–	–	﹤0.01%	153
2019 Q1	$21K	Sell	228 -57	-20%	-$5.05K	﹤0.01%	157
2018 Q4	$25K	Hold	285	–	–	0.01%	157
2018 Q3	$25K	Buy	+285	New	+$25.2K	0.01%	153

Other funds holding BLV

Envestnet Asset Management

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 $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

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

LPL Financial San Diego, California $376B 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

Cambridge Investment Research Advisors

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