5L
BLV icon

55I LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

55I LLC’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
-7,049
Closed -$725K – 520
2021
Q4 		$725K Sell
7,049
-443
-6% -$45.8K 0.02% 292
2021
Q3 		$767K Buy
7,492
+2,317
+45% +$243K 0.02% 262
2021
Q2 		$533K Buy
+5,175
New +$517K 0.02% 251
2021
Q1 		– Sell
-4,118
Closed -$451K – 302
2020
Q4 		$451K Sell
4,118
-4,937
-55% -$550K 0.03% 177
2020
Q3 		$1.01M Buy
9,055
+31
+0.3% +$3.53K 0.09% 128
2020
Q2 		$1.01M Buy
9,024
+470
+5% +$51.3K 0.15% 112
2020
Q1 		$941K Buy
+8,554
New +$893K 0.27% 71

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