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Cranbrook Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Cranbrook Wealth Management’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
2025
Q1 		– Sell
-11
Closed -$753 – 430
2024
Q4 		$753 Buy
+11
New +$785 ﹤0.01% 371
2023
Q4 		– Sell
-129
Closed -$8.65K – 309
2023
Q3 		$8.65K Buy
+129
New +$9.19K ﹤0.01% 232

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cranbrook Wealth Management's BLV Position: Q1 2025 in Review

Cranbrook Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 11 shares — an estimated $753 sold.

Cranbrook Wealth Management first reported a position in BLV in Q3 2023 and held it in 2 quarters. The position peaked at $8.65K in Q3 2023. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Cranbrook Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 11 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $753.
  • Cranbrook Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 2 quarters.
  • Cranbrook Wealth Management's Vanguard Long-Term Bond ETF position peaked at $8.65K in Q3 2023.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Cranbrook Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.