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

Thoroughbred Financial Services’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
Q3 		– Sell
-3,264
Closed -$260K – 353
2022
Q2 		$260K Sell
3,264
-2,660
-45% -$219K 0.05% 309
2022
Q1 		$543K Buy
5,924
+2,316
+64% +$221K 0.09% 210
2021
Q4 		$371K Buy
3,608
+1,439
+66% +$149K 0.08% 237
2021
Q3 		$222K Buy
+2,169
New +$228K 0.05% 291

Other funds holding BLV

Envestnet Asset Management
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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Thoroughbred Financial Services's BLV Position: Q3 2022 in Review

Thoroughbred Financial Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 3,264 shares — an estimated $260K sold.

Thoroughbred Financial Services first reported a position in BLV in Q3 2021 and held it in 4 quarters. The position peaked at $543K in Q1 2022. 249 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

  • Thoroughbred Financial Services reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Thoroughbred Financial Services sold 3,264 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $260K.
  • Thoroughbred Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q3 2021 and held it in 4 quarters.
  • Thoroughbred Financial Services's Vanguard Long-Term Bond ETF position peaked at $543K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on Thoroughbred Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.