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

US 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
2021 Q2	–	Sell	-3,068	Closed	-$301K	–	81
2021 Q1	$301K	Buy	3,068 +100	+3%	+$10.3K	0.08%	117
2020 Q4	$325K	Buy	+2,968	New	+$330K	0.1%	89
2016 Q2	$223K	Hold	2,399	–	–	0.45%	40
2016 Q1	$223K	Sell	2,399 -285	-11%	-$25.6K	0.39%	40
2015 Q4	$233K	Sell	2,684 -1	-0%	-$89	0.22%	60
2015 Q3	$240K	Buy	2,685 +2,532	+1,655%	+$225K	0.4%	49
2015 Q2	$13K	Buy	+153	New	+$14K	0.01%	213

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

US Financial Advisors's BLV Position: Q2 2021 in Review

US Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 3,068 shares — an estimated $301K sold.

US Financial Advisors first reported a position in BLV in Q2 2015 and held it in 7 quarters. The position peaked at $325K in Q4 2020. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

US Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 3,068 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $301K.
US Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2015 and held it in 7 quarters.
US Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $325K in Q4 2020.
253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.