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

IHT 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
Q4 		– Sell
-4,424
Closed -$333K – 1089
2024
Q3 		$333K Buy
4,424
+489
+12% +$35.9K 0.01% 873
2024
Q2 		$277K Sell
3,935
-45
-1% -$3.15K 0.01% 826
2024
Q1 		$288K Buy
3,980
+51
+1% +$3.68K 0.01% 820
2023
Q4 		$293K Sell
3,929
-119
-3% -$8.15K 0.01% 770
2023
Q3 		$271K Buy
4,048
+96
+2% +$6.84K 0.01% 767
2023
Q2 		$296K Buy
+3,952
New +$297K 0.02% 734
2018
Q2 		– Sell
-403
Closed -$37K – 529
2018
Q1 		$37K Buy
403
+138
+52% +$12.6K 0.01% 771
2017
Q4 		$25K Sell
265
-1
-0.4% -$94 0.01% 912
2017
Q3 		$25K Buy
266
+2
+0.8% +$187 0.01% 707
2017
Q2 		$204K Buy
264
+77
+41% +$7.08K 0.1% 222
2017
Q1 		$17K Buy
187
+8
+4% +$717 0.01% 696
2016
Q4 		$16K Buy
+179
New +$16.5K 0.01% 693

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IHT Wealth Management's BLV Position: Q4 2024 in Review

IHT Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 4,424 shares — an estimated $333K sold.

IHT Wealth Management first reported a position in BLV in Q4 2016 and held it in 12 quarters. The position peaked at $333K in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

  • IHT Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 4,424 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $333K.
  • IHT Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2016 and held it in 12 quarters.
  • IHT Wealth Management's Vanguard Long-Term Bond ETF position peaked at $333K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.