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CBIZ Investment Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q1 		– Sell
-134
Closed -$9.17K – 622
2024
Q4 		$9.17K Buy
+134
New +$9.56K ﹤0.01% 285

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LNC
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Wells Fargo
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CBIZ Investment Advisory Services's BLV Position: Q1 2025 in Review

CBIZ Investment Advisory Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 134 shares — an estimated $9.17K sold.

CBIZ Investment Advisory Services first reported a position in BLV in Q4 2024 and held it in 1 quarter. The position peaked at $9.17K in Q4 2024. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • CBIZ Investment Advisory Services reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 134 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $9.17K.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Vanguard Long-Term Bond ETF position peaked at $9.17K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.