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Ackerman Capital Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Ackerman Capital 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
2024
Q3 		– Sell
-53,226
Closed -$3.74M – 101
2024
Q2 		$3.74M Buy
53,226
+1,342
+3% +$94K 0.99% 24
2024
Q1 		$3.75M Buy
+51,884
New +$3.74M 1.04% 25
2023
Q1 		– Sell
-18,187
Closed -$1.32M – 103
2022
Q4 		$1.32M Buy
18,187
+3,987
+28% +$289K 0.35% 39
2022
Q3 		$1.02M Sell
14,200
-1,509
-10% -$119K 0.29% 43
2022
Q2 		$1.25M Buy
15,709
+24
+0.2% +$1.98K 0.34% 42
2022
Q1 		$1.44M Sell
15,685
-6,636
-30% -$633K 0.34% 39
2021
Q4 		$2.3M Buy
22,321
+61
+0.3% +$6.3K 0.53% 30
2021
Q3 		$2.28M Sell
22,260
-1,588
-7% -$167K 0.52% 30
2021
Q2 		$2.46M Sell
23,848
-1,298
-5% -$130K 0.58% 27
2021
Q1 		$2.47M Sell
25,146
-58
-0.2% -$5.95K 0.6% 28
2020
Q4 		$2.76M Sell
25,204
-2,645
-9% -$294K 0.7% 25
2020
Q3 		$3.12M Buy
27,849
+774
+3% +$88.1K 0.87% 24
2020
Q2 		$3.02M Buy
27,075
+15,999
+144% +$1.75M 0.91% 24
2020
Q1 		$1.18M Sell
11,076
-12,685
-53% -$1.32M 0.46% 27
2019
Q4 		$2.38M Sell
23,761
-2,749
-10% -$278K 0.71% 30
2019
Q3 		$2.72M Buy
+26,510
New +$2.66M 0.94% 23
2018
Q4 		$1.27M Buy
+14,548
New +$1.24M 0.1% 76
2018
Q1 		$4.21M Buy
44,256
+10,817
+32% +$986K 1.69% 19
2017
Q4 		$3.14M Buy
+33,439
New +$3.15M 1.33% 20
2017
Q2 		$3.09M Buy
+33,144
New +$3.05M 1.29% 20

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ackerman Capital Advisors's BLV Position: Q3 2024 in Review

Ackerman Capital Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 53,226 shares — an estimated $3.74M sold.

Ackerman Capital Advisors first reported a position in BLV in Q2 2017 and held it in 20 quarters. The position peaked at $4.21M in Q1 2018. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • Ackerman Capital Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ackerman Capital Advisors sold 53,226 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $3.74M.
  • Ackerman Capital Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2017 and held it in 20 quarters.
  • Ackerman Capital Advisors's Vanguard Long-Term Bond ETF position peaked at $4.21M in Q1 2018.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Ackerman Capital Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.