Coombe, Bender & Co’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Coombe, Bender & Co’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	$2.51M	Buy	35,747 +523	+1%	+$36.6K	1.48%	23
2024 Q1	$2.55M	Buy	35,224 +5,253	+18%	+$379K	1.55%	23
2023 Q4	$2.24M	Buy	29,971 +7,000	+30%	+$480K	1.4%	24
2023 Q3	$1.54M	Buy	22,971 +5,093	+28%	+$363K	1.16%	28
2023 Q2	$1.34M	Buy	17,878 +1,657	+10%	+$124K	0.98%	30
2023 Q1	$1.24M	Buy	16,221 +1,933	+14%	+$146K	0.97%	36
2022 Q4	$1.03M	Sell	14,288 -1,740	-11%	-$126K	0.94%	36
2022 Q3	$1.15M	Buy	16,028 +642	+4%	+$50.8K	1.02%	38
2022 Q2	$1.23M	Buy	+15,386	New	+$1.27M	1.04%	36

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coombe, Bender & Co's BLV Position: Q2 2024 in Review

Coombe, Bender & Co increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.5% in Q2 2024, buying an estimated $36.6K and bringing the position to 35,747 shares worth $2.51M. The position accounts for 1.48% of the portfolio, ranked #23.

Coombe, Bender & Co first reported a position in BLV in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.55M in Q1 2024. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

Coombe, Bender & Co held 35,747 shares of Vanguard Long-Term Bond ETF worth $2.51M as of Q2 2024.
Coombe, Bender & Co bought 523 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $36.6K.
Vanguard Long-Term Bond ETF made up 1.48% of Coombe, Bender & Co's portfolio in Q2 2024, its #23 holding.
Coombe, Bender & Co first reported a position in Vanguard Long-Term Bond ETF in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's Vanguard Long-Term Bond ETF position peaked at $2.55M in Q1 2024.
367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.