AIM
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Anchor Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Anchor Investment 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
2024
Q3 		– Sell
-781
Closed -$54.9K – 1054
2024
Q2 		$54.9K Buy
+781
New +$54.7K 0.01% 505

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Bank of America
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Ameriprise
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Anchor Investment Management's BLV Position: Q3 2024 in Review

Anchor Investment Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 781 shares — an estimated $54.9K sold.

Anchor Investment Management first reported a position in BLV in Q2 2024 and held it in 1 quarter. The position peaked at $54.9K in Q2 2024. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • Anchor Investment Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Anchor Investment Management sold 781 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $54.9K.
  • Anchor Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and held it in 1 quarter.
  • Anchor Investment Management's Vanguard Long-Term Bond ETF position peaked at $54.9K in Q2 2024.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Anchor Investment Management's 13F filing for Q3 2024, filed 21 Nov 2024.