ICA Group Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

ICA Group Wealth 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 Q2	$2.88K	Sell	41 -5,884	-99%	-$412K	﹤0.01%	644
2024 Q1	$429K	Buy	5,925 +36	+0.6%	+$2.6K	0.09%	179
2023 Q4	$439K	Buy	5,889 +16	+0.3%	+$1.1K	0.1%	163
2023 Q3	$394K	Sell	5,873 -136	-2%	-$9.69K	0.11%	156
2023 Q2	$450K	Buy	6,009 +5,609	+1,402%	+$421K	0.11%	142
2023 Q1	$30.7K	Sell	400 -4,673	-92%	-$353K	0.01%	569
2022 Q4	$368K	Sell	5,073 -172	-3%	-$12.5K	0.09%	186
2022 Q3	$377K	Sell	5,245 -175	-3%	-$13.8K	0.08%	224
2022 Q2	$433K	Sell	5,420 -372	-6%	-$30.6K	0.08%	213
2022 Q1	$467K	Buy	+5,792	New	+$552K	0.09%	198

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

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

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

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

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

ICA Group Wealth Management's BLV Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 99% in Q2 2024, selling an estimated $412K and leaving 41 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

ICA Group Wealth Management first reported a position in BLV in Q1 2022 and has held it in 10 quarters since. The position peaked at $467K in Q1 2022. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

ICA Group Wealth Management held 41 shares of Vanguard Long-Term Bond ETF worth $2.88K as of Q2 2024.
ICA Group Wealth Management sold 5,884 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $412K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #644 holding.
ICA Group Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Vanguard Long-Term Bond ETF position peaked at $467K in Q1 2022.
367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.