Carlsbad Wealth Advisory Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Carlsbad Wealth Advisory 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
2023 Q2	$4.57M	Buy	+60,970	New	+$4.58M	2.95%	11

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

LNC

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

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

BCMIO

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

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

TAIM

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

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

Carlsbad Wealth Advisory Group's BLV Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2023: 60,970 shares worth $4.57M. The stake represents 2.95% of the portfolio and ranks #11 among its holdings.

307 funds tracked by Wall St. Rank hold BLV as of Q2 2023.

Carlsbad Wealth Advisory Group held 60,970 shares of Vanguard Long-Term Bond ETF worth $4.57M as of Q2 2023.
Vanguard Long-Term Bond ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Long-Term Bond ETF made up 2.95% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #11 holding.
307 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.