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Tobias Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-9
Closed – – 79
2019
Q4 		$0 Buy
+9
New +$912 ﹤0.01% 283

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TAIM
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LPL Financial
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Citadel Advisors
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Osaic Holdings
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Bank of New York Mellon
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Tobias Financial Advisors's BLV Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2020, closing a stake of 9 shares.

Tobias Financial Advisors first reported a position in BLV in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 214 funds tracked by Wall St. Rank hold BLV as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 9 Vanguard Long-Term Bond ETF shares in Q1 2020.
  • Tobias Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $0 in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.