Carmichael Hill & Associates’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Carmichael Hill & Associates’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 Q3	$183K	Buy	2,429 +51	+2%	+$3.75K	0.06%	198
2024 Q2	$167K	Buy	2,378 +1,104	+87%	+$77.3K	0.07%	193
2024 Q1	$92.1K	Buy	1,274 +600	+89%	+$43.3K	0.04%	259
2023 Q4	$50.3K	Buy	+674	New	+$46.2K	0.02%	343
2021 Q2	–	Sell	-44	Closed	-$4K	–	772
2021 Q1	$4K	Hold	44	–	–	﹤0.01%	667
2020 Q4	$5K	Hold	44	–	–	﹤0.01%	618
2020 Q3	$5K	Buy	+44	New	+$5.01K	﹤0.01%	584

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LNC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carmichael Hill & Associates's BLV Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.1% in Q3 2024, buying an estimated $3.75K and bringing the position to 2,429 shares worth $183K. The position accounts for 0.06% of the portfolio, ranked #198.

Carmichael Hill & Associates first reported a position in BLV in Q3 2020 and has held it in 7 quarters since. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

Carmichael Hill & Associates held 2,429 shares of Vanguard Long-Term Bond ETF worth $183K as of Q3 2024.
Carmichael Hill & Associates bought 51 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $3.75K.
Vanguard Long-Term Bond ETF made up 0.06% of Carmichael Hill & Associates's portfolio in Q3 2024, its #198 holding.
Carmichael Hill & Associates first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and has held it in 7 quarters since.
364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.