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Etesian Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Etesian Wealth 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
2025
Q1 		– Sell
-4,496
Closed -$308K – 140
2024
Q4 		$308K Sell
4,496
-637
-12% -$45.5K 0.14% 122
2024
Q3 		$386K Buy
+5,133
New +$377K 0.17% 112

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
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

Etesian Wealth Advisors's BLV Position: Q1 2025 in Review

Etesian Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 4,496 shares — an estimated $308K sold.

Etesian Wealth Advisors first reported a position in BLV in Q3 2024 and held it in 2 quarters. The position peaked at $386K in Q3 2024. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Etesian Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Etesian Wealth Advisors sold 4,496 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $308K.
  • Etesian Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and held it in 2 quarters.
  • Etesian Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $386K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Etesian Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.