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Bleakley Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bleakley Financial Group’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
Q4 		– Sell
-8,734
Closed -$657K – 1054
2024
Q3 		$657K Buy
8,734
+192
+2% +$14.1K 0.02% 515
2024
Q2 		$600K Sell
8,542
-1,913
-18% -$134K 0.02% 546
2024
Q1 		$756K Sell
10,455
-8,020
-43% -$579K 0.02% 496
2023
Q4 		$1.38M Buy
+18,475
New +$1.27M 0.04% 341
2023
Q3 		– Sell
-32,640
Closed -$2.45M – 892
2023
Q2 		$2.45M Buy
+32,640
New +$2.45M 0.08% 223

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bleakley Financial Group's BLV Position: Q4 2024 in Review

Bleakley Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 8,734 shares — an estimated $657K sold.

Bleakley Financial Group first reported a position in BLV in Q2 2023 and held it in 5 quarters. The position peaked at $2.45M in Q2 2023. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

  • Bleakley Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 8,734 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $657K.
  • Bleakley Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 5 quarters.
  • Bleakley Financial Group's Vanguard Long-Term Bond ETF position peaked at $2.45M in Q2 2023.
  • 376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.