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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alaska Wealth Advisors's BLV Position: Q2 2024 in Review

Alaska Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 3 shares — an estimated $217 sold.

Alaska Wealth Advisors first reported a position in BLV in Q4 2017 and held it in 9 quarters. The position peaked at $470K in Q1 2020. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

Alaska Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 3 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $217.
Alaska Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and held it in 9 quarters.
Alaska Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $470K in Q1 2020.
367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Alaska Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.