FAM
BLV icon

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

Family 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
Q3 		$225K Sell
2,998
-23
-0.8% -$1.69K 0.14% 99
2024
Q2 		$212K Buy
+3,021
New +$212K 0.14% 100

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
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
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

Family Asset Management's BLV Position: Q3 2024 in Review

Family Asset Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 0.76% in Q3 2024, selling an estimated $1.69K and leaving 2,998 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #99.

Family Asset Management first reported a position in BLV in Q2 2024 and has held it in 2 quarters since. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • Family Asset Management held 2,998 shares of Vanguard Long-Term Bond ETF worth $225K as of Q3 2024.
  • Family Asset Management sold 23 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $1.69K.
  • Vanguard Long-Term Bond ETF made up 0.14% of Family Asset Management's portfolio in Q3 2024, its #99 holding.
  • Family Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.