CBC
BLV icon

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

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LPL Financial
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return