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

HBW 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
Q2 		– Sell
-3,558
Closed -$265K – 337
2024
Q1 		$265K Hold
3,558
– – 0.05% 251
2023
Q4 		$265K Buy
3,558
+129
+4% +$8.84K 0.05% 251
2023
Q3 		$230K Buy
+3,429
New +$244K 0.05% 245
2021
Q4 		– Sell
-2,414
Closed -$247K – 264
2021
Q3 		$247K Buy
+2,414
New +$253K 0.06% 214

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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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBW Advisory Services's BLV Position: Q2 2024 in Review

HBW Advisory Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 3,558 shares — an estimated $265K sold.

HBW Advisory Services first reported a position in BLV in Q3 2021 and held it in 4 quarters. The position peaked at $265K in Q1 2024. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

  • HBW Advisory Services reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • HBW Advisory Services sold 3,558 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $265K.
  • HBW Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q3 2021 and held it in 4 quarters.
  • HBW Advisory Services's Vanguard Long-Term Bond ETF position peaked at $265K in Q1 2024.
  • 367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.