Strategic Wealth Investment Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Strategic Wealth Investment 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
2023 Q2	–	Sell	-5,711	Closed	-$438K	–	129
2023 Q1	$438K	Buy	5,711 +1,350	+31%	+$102K	0.08%	90
2022 Q4	$342K	Sell	4,361 -54,946	-93%	-$3.98M	0.08%	88
2022 Q3	$4.27M	Buy	59,307 +7,152	+14%	+$566K	1.23%	22
2022 Q2	$4.16M	Sell	52,155 -9,005	-15%	-$741K	1.04%	27
2022 Q1	$5.61M	Buy	61,160 +19,129	+46%	+$1.82M	1.34%	16
2021 Q4	$4.33M	Buy	42,031 +17,298	+70%	+$1.79M	1.13%	24
2021 Q3	$2.54M	Buy	24,733 +20,789	+527%	+$2.18M	0.76%	37
2021 Q2	$406K	Buy	+3,944	New	+$394K	0.14%	59
2020 Q1	–	Sell	-60,784	Closed	-$6.1M	–	46
2019 Q4	$6.1M	Buy	+60,784	New	+$6.16M	6.32%	3

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Wealth Investment Group's BLV Position: Q2 2023 in Review

Strategic Wealth Investment Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2023, closing a stake of 5,711 shares — an estimated $438K sold.

Strategic Wealth Investment Group first reported a position in BLV in Q4 2019 and held it in 9 quarters. The position peaked at $6.1M in Q4 2019. 307 funds tracked by Wall St. Rank hold BLV as of Q2 2023.

Strategic Wealth Investment Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Strategic Wealth Investment Group sold 5,711 Vanguard Long-Term Bond ETF shares in Q2 2023, an estimated $438K.
Strategic Wealth Investment Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 9 quarters.
Strategic Wealth Investment Group's Vanguard Long-Term Bond ETF position peaked at $6.1M in Q4 2019.
307 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2023, filed 17 Jul 2023.