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United Asset Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

United Asset Strategies’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
2017
Q4 		– Sell
-9,837
Closed -$922K – 194
2017
Q3 		$922K Buy
9,837
+2,751
+39% +$258K 0.52% 47
2017
Q2 		$660K Buy
7,086
+518
+8% +$47.6K 0.2% 96
2017
Q1 		$591K Buy
6,568
+4,100
+166% +$368K 0.18% 93
2016
Q4 		$220K Sell
2,468
-5
-0.2% -$460 0.07% 132
2016
Q3 		$244K Buy
+2,473
New +$245K 0.09% 123

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

United Asset Strategies's BLV Position: Q4 2017 in Review

United Asset Strategies sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2017, closing a stake of 9,837 shares — an estimated $922K sold.

United Asset Strategies first reported a position in BLV in Q3 2016 and held it in 5 quarters. The position peaked at $922K in Q3 2017. 146 funds tracked by Wall St. Rank hold BLV as of Q4 2017.

  • United Asset Strategies reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
  • United Asset Strategies sold 9,837 Vanguard Long-Term Bond ETF shares in Q4 2017, an estimated $922K.
  • United Asset Strategies first reported a position in Vanguard Long-Term Bond ETF in Q3 2016 and held it in 5 quarters.
  • United Asset Strategies's Vanguard Long-Term Bond ETF position peaked at $922K in Q3 2017.
  • 146 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2017.

Based on United Asset Strategies's 13F filing for Q4 2017, filed 9 Feb 2018.