Baldrige Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Baldrige Asset 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
2023 Q1	$7K	Hold	85	–	–	﹤0.01%	274
2022 Q4	$6K	Sell	85 -467	-85%	-$33.8K	﹤0.01%	260
2022 Q3	$40K	Hold	552	–	–	0.02%	177
2022 Q2	$44K	Hold	552	–	–	0.02%	175
2022 Q1	$51K	Hold	552	–	–	0.02%	175
2021 Q4	$57K	Hold	552	–	–	0.02%	161
2021 Q3	$56K	Hold	552	–	–	0.02%	158
2021 Q2	$57K	Buy	+552	New	+$55.2K	0.02%	158

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

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

Baldrige Asset Management's BLV Position: Q1 2023 in Review

Baldrige Asset Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2023 at 85 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Baldrige Asset Management first reported a position in BLV in Q2 2021 and has held it in 8 quarters since. The position peaked at $57K in Q4 2021. 279 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

Baldrige Asset Management held 85 shares of Vanguard Long-Term Bond ETF worth $7K as of Q1 2023.
Baldrige Asset Management left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2023.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #274 holding.
Baldrige Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Vanguard Long-Term Bond ETF position peaked at $57K in Q4 2021.
279 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.