WFMPM
BLV icon

Woodley Farra Manion Portfolio Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Woodley Farra Manion Portfolio Management’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
2020
Q3 		– Sell
-17
Closed -$2K – 120
2020
Q2 		$2K Hold
17
– – ﹤0.01% 361
2020
Q1 		$2K Hold
17
– – ﹤0.01% 353
2019
Q4 		$2K Buy
+17
New +$1.72K ﹤0.01% 356

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's BLV Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2020, closing a stake of 17 shares — an estimated $2K sold.

Woodley Farra Manion Portfolio Management first reported a position in BLV in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 228 funds tracked by Wall St. Rank hold BLV as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 17 Vanguard Long-Term Bond ETF shares in Q3 2020, an estimated $2K.
  • Woodley Farra Manion Portfolio Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Vanguard Long-Term Bond ETF position peaked at $2K in Q2 2020.
  • 228 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.