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Vickerman Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Vickerman Investment 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
2022
Q1 		– Sell
-20,179
Closed -$2.08M – 79
2021
Q4 		$2.08M Sell
20,179
-10,364
-34% -$1.07M 0.84% 40
2021
Q3 		$3.13M Buy
+30,543
New +$3.21M 1.25% 24

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Vickerman Investment Advisors's BLV Position: Q1 2022 in Review

Vickerman Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2022, closing a stake of 20,179 shares — an estimated $2.08M sold.

Vickerman Investment Advisors first reported a position in BLV in Q3 2021 and held it in 2 quarters. The position peaked at $3.13M in Q3 2021. 261 funds tracked by Wall St. Rank hold BLV as of Q1 2022.

  • Vickerman Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Vickerman Investment Advisors sold 20,179 Vanguard Long-Term Bond ETF shares in Q1 2022, an estimated $2.08M.
  • Vickerman Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2021 and held it in 2 quarters.
  • Vickerman Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $3.13M in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2022.

Based on Vickerman Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.