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Eukles Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Eukles Asset 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
2024
Q4 		– Sell
-27
Closed -$2.03K – 232
2024
Q3 		$2.03K Hold
27
– – ﹤0.01% 202
2024
Q2 		$1.9K Hold
27
– – ﹤0.01% 201
2024
Q1 		$1.95K Hold
27
– – ﹤0.01% 201
2023
Q4 		$2.01K Hold
27
– – ﹤0.01% 206
2023
Q3 		$1.81K Hold
27
– – ﹤0.01% 211
2023
Q2 		$2.02K Buy
+27
New +$2.03K ﹤0.01% 206

Other funds holding BLV

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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eukles Asset Management's BLV Position: Q4 2024 in Review

Eukles Asset Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 27 shares — an estimated $2.03K sold.

Eukles Asset Management first reported a position in BLV in Q2 2023 and held it in 6 quarters. The position peaked at $2.03K in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

  • Eukles Asset Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Eukles Asset Management sold 27 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $2.03K.
  • Eukles Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 6 quarters.
  • Eukles Asset Management's Vanguard Long-Term Bond ETF position peaked at $2.03K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Eukles Asset Management's 13F filing for Q4 2024, filed 29 Jan 2025.