FPF
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First Pacific Financial’s Vanguard Long-Term Bond ETF BLV Stock Holding History

First Pacific Financial’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
-25
Closed -$1.76K – 389
2024
Q2 		$1.76K Sell
25
-18
-42% -$1.26K ﹤0.01% 360
2024
Q1 		$3.11K Sell
43
-13
-23% -$938 ﹤0.01% 327
2023
Q4 		$4.18K Buy
+56
New +$3.84K ﹤0.01% 276

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Envestnet Portfolio Solutions
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LNC
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Bank of America
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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

First Pacific Financial's BLV Position: Q3 2024 in Review

First Pacific Financial sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 25 shares — an estimated $1.76K sold.

First Pacific Financial first reported a position in BLV in Q4 2023 and held it in 3 quarters. The position peaked at $4.18K in Q4 2023. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • First Pacific Financial reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • First Pacific Financial sold 25 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $1.76K.
  • First Pacific Financial first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 3 quarters.
  • First Pacific Financial's Vanguard Long-Term Bond ETF position peaked at $4.18K in Q4 2023.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on First Pacific Financial's 13F filing for Q3 2024, filed 15 Oct 2024.