Alaska Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Alaska Wealth 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 Q2	–	Sell	-3	Closed	-$217	–	114
2024 Q1	$217	Buy	+3	New	+$216	﹤0.01%	117
2020 Q2	–	Sell	-4,401	Closed	-$470K	–	57
2020 Q1	$470K	Hold	4,401	–	–	0.13%	31
2019 Q4	$442K	Buy	+4,401	New	+$446K	0.07%	46
2019 Q3	–	Sell	-4,401	Closed	-$406K	–	34
2019 Q2	$406K	Hold	4,401	–	–	0.04%	49
2019 Q1	$406K	Hold	4,401	–	–	0.04%	49
2018 Q4	$385K	Buy	+4,401	New	+$375K	0.12%	40
2018 Q3	–	Sell	-4,401	Closed	-$390K	–	52
2018 Q2	$390K	Hold	4,401	–	–	0.12%	33
2018 Q1	$400K	Hold	4,401	–	–	0.14%	31
2017 Q4	$418K	Buy	+4,401	New	+$414K	0.15%	29

Other funds holding BLV

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return