B. Riley Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

B. Riley 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
2022 Q2	$256	Buy	3,217 +83	+3%	+$6.83K	﹤0.01%	583
2022 Q1	$287K	Buy	3,134 +16	+0.5%	+$1.53K	0.02%	464
2021 Q4	$321K	Sell	3,118 -285	-8%	-$29.5K	0.02%	453
2021 Q3	$348K	Buy	+3,403	New	+$357K	0.03%	418
2020 Q3	–	Sell	-3,654	Closed	-$408K	–	423
2020 Q2	$408K	Buy	3,654 +33	+0.9%	+$3.6K	0.04%	251
2020 Q1	$386K	Sell	3,621 -81	-2%	-$8.46K	0.04%	311
2019 Q4	$371K	Buy	3,702 +18	+0.5%	+$1.82K	0.06%	254
2019 Q3	$378K	Sell	3,684 -288	-7%	-$28.9K	0.07%	241
2019 Q2	$386	Sell	3,972 -112	-3%	-$10.4K	0.06%	244
2019 Q1	$376K	Sell	4,084 -56	-1%	-$4.97K	0.07%	250
2018 Q4	$362K	Buy	4,140 +14	+0.3%	+$1.19K	0.08%	217
2018 Q3	$361K	Buy	+4,126	New	+$365K	0.09%	191
2015 Q3	–	Sell	-108	Closed	-$9K	–	208
2015 Q2	$9K	Hold	108	–	–	0.01%	752
2015 Q1	$10K	Hold	108	–	–	0.01%	747
2014 Q4	$10K	Hold	108	–	–	0.01%	724
2014 Q3	$9K	Hold	108	–	–	0.01%	786
2014 Q2	$9K	Hold	108	–	–	0.01%	841
2014 Q1	$9K	Buy	+108	New	+$9.17K	0.01%	783

Other funds holding BLV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LNC

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

TAIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

B. Riley Wealth Management's BLV Position: Q2 2022 in Review

B. Riley Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.6% in Q2 2022, buying an estimated $6.83K and bringing the position to 3,217 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #583.

B. Riley Wealth Management first reported a position in BLV in Q1 2014 and has held it in 18 quarters since. The position peaked at $408K in Q2 2020. 257 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

B. Riley Wealth Management held 3,217 shares of Vanguard Long-Term Bond ETF worth $256 as of Q2 2022.
B. Riley Wealth Management bought 83 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $6.83K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #583 holding.
B. Riley Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2014 and has held it in 18 quarters since.
B. Riley Wealth Management's Vanguard Long-Term Bond ETF position peaked at $408K in Q2 2020.
257 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.