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Stratos Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Stratos Wealth Advisors’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
Q1 		– Sell
-15,479
Closed -$1.59M – 517
2021
Q4 		$1.59M Buy
15,479
+3,352
+28% +$346K 0.11% 215
2021
Q3 		$1.24M Buy
12,127
+704
+6% +$73.9K 0.11% 229
2021
Q2 		$1.18M Buy
11,423
+2,021
+21% +$202K 0.1% 219
2021
Q1 		$923K Buy
9,402
+4,549
+94% +$467K 0.1% 224
2020
Q4 		$532K Buy
+4,853
New +$540K 0.07% 240

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stratos Wealth Advisors's BLV Position: Q1 2022 in Review

Stratos Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2022, closing a stake of 15,479 shares — an estimated $1.59M sold.

Stratos Wealth Advisors first reported a position in BLV in Q4 2020 and held it in 5 quarters. The position peaked at $1.59M in Q4 2021. 261 funds tracked by Wall St. Rank hold BLV as of Q1 2022.

  • Stratos Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 15,479 Vanguard Long-Term Bond ETF shares in Q1 2022, an estimated $1.59M.
  • Stratos Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 5 quarters.
  • Stratos Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $1.59M in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2022.

Based on Stratos Wealth Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.