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Castleview Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Castleview Partners’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
Q2 		– Sell
-4,986
Closed -$361K – 927
2024
Q1 		$361K Buy
+4,986
New +$360K 0.2% 117
2023
Q4 		– Sell
-11
Closed -$738 – 869
2023
Q3 		$738 Buy
+11
New +$784 ﹤0.01% 626

Other funds holding BLV

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Castleview Partners's BLV Position: Q2 2024 in Review

Castleview Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 4,986 shares — an estimated $361K sold.

Castleview Partners first reported a position in BLV in Q3 2023 and held it in 2 quarters. The position peaked at $361K in Q1 2024. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

  • Castleview Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Castleview Partners sold 4,986 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $361K.
  • Castleview Partners first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 2 quarters.
  • Castleview Partners's Vanguard Long-Term Bond ETF position peaked at $361K in Q1 2024.
  • 367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.