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

Column Capital 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
2023
Q3 		– Sell
-65
Closed -$4.92K – 804
2023
Q2 		$4.92K Hold
65
– – ﹤0.01% 617
2023
Q1 		$4.98K Buy
+65
New +$4.91K ﹤0.01% 640

Other funds holding BLV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Column Capital Advisors's BLV Position: Q3 2023 in Review

Column Capital Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2023, closing a stake of 65 shares — an estimated $4.92K sold.

Column Capital Advisors first reported a position in BLV in Q1 2023 and held it in 2 quarters. The position peaked at $4.98K in Q1 2023. 299 funds tracked by Wall St. Rank hold BLV as of Q3 2023.

  • Column Capital Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Column Capital Advisors sold 65 Vanguard Long-Term Bond ETF shares in Q3 2023, an estimated $4.92K.
  • Column Capital Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and held it in 2 quarters.
  • Column Capital Advisors's Vanguard Long-Term Bond ETF position peaked at $4.98K in Q1 2023.
  • 299 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.