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Cetera Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Cetera Advisors’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
Q1 		$5.29M Buy
73,119
+26,032
+55% +$1.88M 0.04% 439
2023
Q4 		$3.51M Buy
47,087
+11,430
+32% +$783K 0.05% 357
2023
Q3 		$2.39M Sell
35,657
-7,059
-17% -$503K 0.04% 406
2023
Q2 		$3.2M Buy
42,716
+14,645
+52% +$1.1M 0.05% 346
2023
Q1 		$2.15M Buy
28,071
+419
+2% +$31.7K 0.04% 422
2022
Q4 		$2M Buy
27,652
+22,946
+488% +$1.66M 0.04% 440
2022
Q3 		$339K Sell
4,706
-877
-16% -$69.3K 0.01% 930
2022
Q2 		$445K Sell
5,583
-1,776
-24% -$146K 0.01% 894
2022
Q1 		$675K Sell
7,359
-767
-9% -$73.1K 0.01% 759
2021
Q4 		$836K Buy
8,126
+1,232
+18% +$127K 0.02% 668
2021
Q3 		$705K Buy
6,894
+839
+14% +$88.1K 0.01% 733
2021
Q2 		$624K Buy
6,055
+603
+11% +$60.3K 0.01% 724
2021
Q1 		$535K Buy
5,452
+1,113
+26% +$114K 0.01% 710
2020
Q4 		$476K Buy
4,339
+527
+14% +$58.7K 0.02% 658
2020
Q3 		$426K Buy
3,812
+202
+6% +$23K 0.02% 614
2020
Q2 		$403K Buy
3,610
+961
+36% +$105K 0.02% 601
2020
Q1 		$283K Buy
+2,649
New +$277K 0.02% 610
2019
Q2 		– Sell
-930
Closed -$85K – 957
2019
Q1 		$85K Buy
+930
New +$82.5K ﹤0.01% 912
2018
Q4 		– Sell
-3,433
Closed -$299K – 857
2018
Q3 		$299K Buy
+3,433
New +$304K 0.01% 726
2017
Q3 		– Sell
-5,144
Closed -$480K – 837
2017
Q2 		$480K Buy
5,144
+81
+2% +$7.45K 0.03% 471
2017
Q1 		$455K Sell
5,063
-3,425
-40% -$307K 0.03% 465
2016
Q4 		$756K Buy
8,488
+916
+12% +$84.2K 0.06% 318
2016
Q3 		$748K Buy
+7,572
New +$749K 0.06% 319

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Advisors's BLV Position: Q1 2024 in Review

Cetera Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 55% in Q1 2024, buying an estimated $1.88M and bringing the position to 73,119 shares worth $5.29M. The position accounts for 0.04% of the portfolio, ranked #439.

Cetera Advisors first reported a position in BLV in Q3 2016 and has held it in 23 quarters since. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • Cetera Advisors held 73,119 shares of Vanguard Long-Term Bond ETF worth $5.29M as of Q1 2024.
  • Cetera Advisors bought 26,032 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $1.88M.
  • Vanguard Long-Term Bond ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #439 holding.
  • Cetera Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2016 and has held it in 23 quarters since.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.