AWM
BLV icon

Activest Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Activest Wealth 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
2023
Q3 		– Sell
-1,833
Closed -$139K – 344
2023
Q2 		$139K Buy
+1,833
New +$138K 0.1% 34

Other funds holding BLV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Activest Wealth Management's BLV Position: Q3 2023 in Review

Activest Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2023, closing a stake of 1,833 shares — an estimated $139K sold.

Activest Wealth Management first reported a position in BLV in Q2 2023 and held it in 1 quarter. The position peaked at $139K in Q2 2023. 300 funds tracked by Wall St. Rank hold BLV as of Q3 2023.

  • Activest Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,833 Vanguard Long-Term Bond ETF shares in Q3 2023, an estimated $139K.
  • Activest Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • Activest Wealth Management's Vanguard Long-Term Bond ETF position peaked at $139K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.