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TD Ameritrade Trust’s Vanguard Long-Term Bond ETF BLV Stock Holding History

TD Ameritrade Trust’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
2015
Q4 		– Sell
-71,133
Closed -$6.36M – 48
2015
Q3 		$6.36M Buy
71,133
+664
+0.9% +$59K 1.87% 21
2015
Q2 		$6.17M Buy
70,469
+1,218
+2% +$111K 1.66% 24
2015
Q1 		$6.67M Buy
+69,251
New +$6.67M 1.54% 24

Other funds holding BLV

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TD Ameritrade Trust's BLV Position: Q4 2015 in Review

TD Ameritrade Trust sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2015, closing a stake of 71,133 shares — an estimated $6.36M sold.

TD Ameritrade Trust first reported a position in BLV in Q1 2015 and held it in 3 quarters. The position peaked at $6.67M in Q1 2015. 92 funds tracked by Wall St. Rank hold BLV as of Q4 2015.

  • TD Ameritrade Trust reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2015 after selling out during the quarter.
  • TD Ameritrade Trust sold 71,133 Vanguard Long-Term Bond ETF shares in Q4 2015, an estimated $6.36M.
  • TD Ameritrade Trust first reported a position in Vanguard Long-Term Bond ETF in Q1 2015 and held it in 3 quarters.
  • TD Ameritrade Trust's Vanguard Long-Term Bond ETF position peaked at $6.67M in Q1 2015.
  • 92 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2015.

Based on TD Ameritrade Trust's 13F filing for Q4 2015, filed 4 Mar 2016.