Bartlett & Co’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bartlett & Co’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
2021 Q4	–	Sell	-75	Closed	-$8K	–	461
2021 Q3	$8K	Buy	+75	New	+$7.87K	﹤0.01%	720
2021 Q1	–	Sell	-35	Closed	-$4K	–	1069
2020 Q4	$4K	Buy	+35	New	+$3.9K	﹤0.01%	811

Other funds holding BLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KIM

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bartlett & Co's BLV Position: Q4 2021 in Review

Bartlett & Co sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2021, closing a stake of 75 shares — an estimated $8K sold.

Bartlett & Co first reported a position in BLV in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 272 funds tracked by Wall St. Rank hold BLV as of Q4 2021.

Bartlett & Co reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Bartlett & Co sold 75 Vanguard Long-Term Bond ETF shares in Q4 2021, an estimated $8K.
Bartlett & Co first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 2 quarters.
Bartlett & Co's Vanguard Long-Term Bond ETF position peaked at $8K in Q3 2021.
272 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2021.

Based on Bartlett & Co's 13F filing for Q4 2021, filed 8 Mar 2022.