Brown Brothers Harriman & Co’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Brown Brothers Harriman & 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
2023 Q3	–	Sell	-30	Closed	-$2.25K	–	1221
2023 Q2	$2.25K	Buy	+30	New	+$2.25K	﹤0.01%	1129
2021 Q3	–	Sell	-168	Closed	-$17	–	1157
2021 Q2	$17	Hold	168	–	–	﹤0.01%	825
2021 Q1	$16	Buy	+168	New	+$17.2K	﹤0.01%	798

Other funds holding BLV

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

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

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

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

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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Brown Brothers Harriman & Co's BLV Position: Q3 2023 in Review

Brown Brothers Harriman & Co sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2023, closing a stake of 30 shares — an estimated $2.25K sold.

Brown Brothers Harriman & Co first reported a position in BLV in Q1 2021 and held it in 3 quarters. The position peaked at $2.25K in Q2 2023. 300 funds tracked by Wall St. Rank hold BLV as of Q3 2023.

Brown Brothers Harriman & Co reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Brown Brothers Harriman & Co sold 30 Vanguard Long-Term Bond ETF shares in Q3 2023, an estimated $2.25K.
Brown Brothers Harriman & Co first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and held it in 3 quarters.
Brown Brothers Harriman & Co's Vanguard Long-Term Bond ETF position peaked at $2.25K in Q2 2023.
300 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2023, filed 13 Nov 2023.