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Impact Partnership Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-107
Closed -$7.98K – 725
2023
Q4 		$7.98K Sell
107
-758
-88% -$51.9K ﹤0.01% 523
2023
Q3 		$58K Buy
865
+354
+69% +$25.2K 0.02% 375
2023
Q2 		$38.3K Buy
+511
New +$38.4K 0.01% 280

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Envestnet Portfolio Solutions
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LNC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Impact Partnership Wealth's BLV Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 107 shares — an estimated $7.98K sold.

Impact Partnership Wealth first reported a position in BLV in Q2 2023 and held it in 3 quarters. The position peaked at $58K in Q3 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 107 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $7.98K.
  • Impact Partnership Wealth first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Vanguard Long-Term Bond ETF position peaked at $58K in Q3 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.