UFF
BLV icon

USA Financial Formulas’s Vanguard Long-Term Bond ETF BLV Stock Holding History

USA Financial Formulas’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
2016
Q4 		– Sell
-32,891
Closed -$3.24M – 254
2016
Q3 		$3.24M Buy
+32,891
New +$3.25M 0.83% 28

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

USA Financial Formulas's BLV Position: Q4 2016 in Review

USA Financial Formulas sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2016, closing a stake of 32,891 shares — an estimated $3.24M sold.

USA Financial Formulas first reported a position in BLV in Q3 2016 and held it in 1 quarter. The position peaked at $3.24M in Q3 2016. 111 funds tracked by Wall St. Rank hold BLV as of Q4 2016.

  • USA Financial Formulas reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
  • USA Financial Formulas sold 32,891 Vanguard Long-Term Bond ETF shares in Q4 2016, an estimated $3.24M.
  • USA Financial Formulas first reported a position in Vanguard Long-Term Bond ETF in Q3 2016 and held it in 1 quarter.
  • USA Financial Formulas's Vanguard Long-Term Bond ETF position peaked at $3.24M in Q3 2016.
  • 111 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2016.

Based on USA Financial Formulas's 13F filing for Q4 2016, filed 3 Mar 2017.