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WealthPLAN Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

WealthPLAN Partners’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
Q3 		$266K Sell
2,733
-3,965
-59% -$392K 0.09% 125
2016
Q2 		$329K Buy
+6,698
New +$633K 0.04% 274

Other funds holding BLV

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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 $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

WealthPLAN Partners's BLV Position: Q3 2016 in Review

WealthPLAN Partners reduced its Vanguard Long-Term Bond ETF (BLV) stake by 59% in Q3 2016, selling an estimated $392K and leaving 2,733 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #125.

WealthPLAN Partners first reported a position in BLV in Q2 2016 and has held it in 2 quarters since. The position peaked at $329K in Q2 2016. 108 funds tracked by Wall St. Rank hold BLV as of Q3 2016.

  • WealthPLAN Partners held 2,733 shares of Vanguard Long-Term Bond ETF worth $266K as of Q3 2016.
  • WealthPLAN Partners sold 3,965 Vanguard Long-Term Bond ETF shares in Q3 2016, an estimated $392K.
  • Vanguard Long-Term Bond ETF made up 0.09% of WealthPLAN Partners's portfolio in Q3 2016, its #125 holding.
  • WealthPLAN Partners first reported a position in Vanguard Long-Term Bond ETF in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Vanguard Long-Term Bond ETF position peaked at $329K in Q2 2016.
  • 108 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.