First Command Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

First Command Advisory 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 Q3	–	Sell	-4	Closed	-$281	–	477
2024 Q2	$281	Hold	4	–	–	﹤0.01%	482
2024 Q1	$289	Hold	4	–	–	﹤0.01%	538
2023 Q4	$298	Hold	4	–	–	﹤0.01%	467
2023 Q3	$268	Hold	4	–	–	﹤0.01%	454
2023 Q2	$300	Hold	4	–	–	﹤0.01%	49
2023 Q1	$307	Hold	4	–	–	﹤0.01%	88
2022 Q4	$0	Buy	+4	New	+$290	﹤0.01%	63

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Command Advisory Services's BLV Position: Q3 2024 in Review

First Command Advisory Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 4 shares — an estimated $281 sold.

First Command Advisory Services first reported a position in BLV in Q4 2022 and held it in 7 quarters. The position peaked at $307 in Q1 2023. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

First Command Advisory Services reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 4 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $281.
First Command Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and held it in 7 quarters.
First Command Advisory Services's Vanguard Long-Term Bond ETF position peaked at $307 in Q1 2023.
364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.