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1834 Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

1834 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
Q3 		– Sell
-88
Closed -$7K – 228
2022
Q2 		$7K Buy
88
+35
+66% +$2.88K ﹤0.01% 395
2022
Q1 		$5K Buy
+53
New +$5.05K ﹤0.01% 387

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

1834 Investment Advisors's BLV Position: Q3 2022 in Review

1834 Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 88 shares — an estimated $7K sold.

1834 Investment Advisors first reported a position in BLV in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 249 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 88 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $7K.
  • 1834 Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 2 quarters.
  • 1834 Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $7K in Q2 2022.
  • 249 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.