EFS
BLV icon

Econ Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Econ Financial Services’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
Q1 		– Sell
-8,274
Closed -$617K – 86
2023
Q4 		$617K Buy
+8,274
New +$567K 0.43% 52
2023
Q1 		– Sell
-3,496
Closed -$253K – 83
2022
Q4 		$253K Sell
3,496
-2
-0.1% -$145 0.26% 49
2022
Q3 		$252K Buy
+3,498
New +$277K 0.21% 65

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Econ Financial Services's BLV Position: Q1 2024 in Review

Econ Financial Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 8,274 shares — an estimated $617K sold.

Econ Financial Services first reported a position in BLV in Q3 2022 and held it in 3 quarters. The position peaked at $617K in Q4 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • Econ Financial Services reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Econ Financial Services sold 8,274 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $617K.
  • Econ Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 3 quarters.
  • Econ Financial Services's Vanguard Long-Term Bond ETF position peaked at $617K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Econ Financial Services's 13F filing for Q1 2024, filed 15 May 2024.