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

Columbia Advisory 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
2023 Q3	–	Sell	-8,930	Closed	-$669K	–	69
2023 Q2	$669K	Hold	8,930	–	–	0.72%	22
2023 Q1	$684K	Buy	8,930 +81	+0.9%	+$6.12K	0.65%	24
2022 Q4	$641K	Buy	8,849 +3,405	+63%	+$246K	0.61%	19
2022 Q3	$392K	Buy	+5,444	New	+$430K	0.48%	25

Other funds holding BLV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Columbia Advisory Partners's BLV Position: Q3 2023 in Review

Columbia Advisory Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2023, closing a stake of 8,930 shares — an estimated $669K sold.

Columbia Advisory Partners first reported a position in BLV in Q3 2022 and held it in 4 quarters. The position peaked at $684K in Q1 2023. 300 funds tracked by Wall St. Rank hold BLV as of Q3 2023.

Columbia Advisory Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Columbia Advisory Partners sold 8,930 Vanguard Long-Term Bond ETF shares in Q3 2023, an estimated $669K.
Columbia Advisory Partners first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 4 quarters.
Columbia Advisory Partners's Vanguard Long-Term Bond ETF position peaked at $684K in Q1 2023.
300 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2023.

Based on Columbia Advisory Partners's 13F filing for Q3 2023, filed 16 Oct 2023.