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

ALPS 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
2023 Q1	–	Sell	-39,773	Closed	-$2.88M	–	1031
2022 Q4	$2.88M	Buy	39,773 +635	+2%	+$46K	0.03%	239
2022 Q3	$2.82M	Sell	39,138 -255	-0.6%	-$20.2K	0.03%	238
2022 Q2	$3.14M	Sell	39,393 -7,525	-16%	-$619K	0.03%	231
2022 Q1	$4.3M	Sell	46,918 -21,970	-32%	-$2.1M	0.05%	137
2021 Q4	$7.09M	Sell	68,888 -1,575	-2%	-$163K	0.08%	135
2021 Q3	$7.21M	Buy	70,463 +2,023	+3%	+$212K	0.07%	161
2021 Q2	$7.05M	Sell	68,440 -900	-1%	-$90K	0.06%	159
2021 Q1	$6.8M	Buy	69,340 +7,250	+12%	+$744K	0.07%	157
2020 Q4	$6.81M	Buy	62,090 +2,460	+4%	+$274K	0.08%	159
2020 Q3	$6.67M	Buy	+59,630	New	+$6.79M	0.1%	145

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

ALPS Advisors's BLV Position: Q1 2023 in Review

ALPS Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 39,773 shares — an estimated $2.88M sold.

ALPS Advisors first reported a position in BLV in Q3 2020 and held it in 10 quarters. The position peaked at $7.21M in Q3 2021. 279 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

ALPS Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
ALPS Advisors sold 39,773 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $2.88M.
ALPS Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 10 quarters.
ALPS Advisors's Vanguard Long-Term Bond ETF position peaked at $7.21M in Q3 2021.
279 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.