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

TCI 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	-1,886	Closed	-$194K	–	2236
2021 Q4	$194K	Buy	+1,886	New	+$195K	0.03%	181
2021 Q1	–	Sell	-1,590	Closed	-$174K	–	2170
2020 Q4	$174K	Buy	+1,590	New	+$177K	0.08%	173
2020 Q3	–	Sell	-1,710	Closed	-$191K	–	1536
2020 Q2	$191K	Buy	1,710 +18	+1%	+$1.97K	0.08%	149
2020 Q1	$181K	Sell	1,692 -72	-4%	-$7.52K	0.09%	149
2019 Q4	$177K	Hold	1,764	–	–	0.07%	191
2019 Q3	$181K	Hold	1,764	–	–	0.08%	154
2019 Q2	$171K	Hold	1,764	–	–	0.08%	158
2019 Q1	$163K	Buy	+1,764	New	+$156K	0.07%	179
2017 Q1	–	Sell	-5	Closed	–	–	1292
2016 Q4	$0	Buy	+5	New	+$460	﹤0.01%	1362
2016 Q1	–	Sell	-87	Closed	-$8K	–	1328
2015 Q4	$8K	Buy	+87	New	+$7.71K	﹤0.01%	626
2015 Q2	–	Sell	-720	Closed	-$69K	–	960
2015 Q1	$69K	Buy	+720	New	+$69.4K	0.04%	210

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2022, closing a stake of 1,886 shares — an estimated $194K sold.

TCI Wealth Advisors first reported a position in BLV in Q1 2015 and held it in 11 quarters. The position peaked at $194K in Q4 2021. 261 funds tracked by Wall St. Rank hold BLV as of Q1 2022.

TCI Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
TCI Wealth Advisors sold 1,886 Vanguard Long-Term Bond ETF shares in Q1 2022, an estimated $194K.
TCI Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2015 and held it in 11 quarters.
TCI Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $194K in Q4 2021.
261 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.