GI
BLV icon

Gradient Investments’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Gradient Investments’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
Q2 		– Sell
-130
Closed -$9.4K – 1390
2024
Q1 		$9.4K Sell
130
-30
-19% -$2.17K ﹤0.01% 646
2023
Q4 		$11.9K Sell
160
-14
-8% -$959 ﹤0.01% 805
2023
Q3 		$11.7K Buy
174
+30
+21% +$2.14K ﹤0.01% 781
2023
Q2 		$10.8K Buy
144
+34
+31% +$2.55K ﹤0.01% 802
2023
Q1 		$8.43K Sell
110
-33
-23% -$2.5K ﹤0.01% 844
2022
Q4 		$10.4K Buy
143
+33
+30% +$2.39K ﹤0.01% 801
2022
Q3 		$8K Hold
110
– – ﹤0.01% 839
2022
Q2 		$9K Hold
110
– – ﹤0.01% 777
2022
Q1 		$10K Sell
110
-5
-4% -$477 ﹤0.01% 764
2021
Q4 		$12K Buy
115
+5
+5% +$517 ﹤0.01% 751
2021
Q3 		$11K Sell
110
-38
-26% -$3.99K ﹤0.01% 755
2021
Q2 		$15K Sell
148
-177
-54% -$17.7K ﹤0.01% 680
2021
Q1 		$32K Buy
325
+137
+73% +$14.1K ﹤0.01% 542
2020
Q4 		$21K Hold
188
– – ﹤0.01% 558
2020
Q3 		$21K Hold
188
– – ﹤0.01% 561
2020
Q2 		$21K Hold
188
– – ﹤0.01% 518
2020
Q1 		$20K Hold
188
– – ﹤0.01% 514
2019
Q4 		$19K Buy
+188
New +$19K ﹤0.01% 570
2017
Q3 		– Sell
-33
Closed -$3K – 281
2017
Q2 		$3K Buy
+33
New +$3.03K ﹤0.01% 638
2016
Q4 		– Sell
-107
Closed -$11K – 726
2016
Q3 		$11K Buy
+107
New +$10.6K ﹤0.01% 436

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gradient Investments's BLV Position: Q2 2024 in Review

Gradient Investments sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 130 shares — an estimated $9.4K sold.

Gradient Investments first reported a position in BLV in Q3 2016 and held it in 20 quarters. The position peaked at $32K in Q1 2021. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

  • Gradient Investments reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 130 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $9.4K.
  • Gradient Investments first reported a position in Vanguard Long-Term Bond ETF in Q3 2016 and held it in 20 quarters.
  • Gradient Investments's Vanguard Long-Term Bond ETF position peaked at $32K in Q1 2021.
  • 367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.