Insight Folios’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Insight Folios’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
2022 Q3	–	Sell	-2,740	Closed	-$218K	–	105
2022 Q2	$218K	Sell	2,740 -1,443	-34%	-$119K	0.1%	104
2022 Q1	$384K	Sell	4,183 -1,485	-26%	-$142K	0.17%	75
2021 Q4	$583K	Buy	5,668 +189	+3%	+$19.5K	0.27%	54
2021 Q3	$561K	Buy	5,479 +209	+4%	+$21.9K	0.31%	45
2021 Q2	$543K	Sell	5,270 -436	-8%	-$43.6K	0.32%	37
2021 Q1	$560K	Sell	5,706 -19	-0.3%	-$1.95K	0.38%	35
2020 Q4	$628K	Sell	5,725 -276	-5%	-$30.7K	0.47%	35
2020 Q3	$671K	Buy	6,001 +14	+0.2%	+$1.59K	0.62%	35
2020 Q2	$668K	Sell	5,987 -7,851	-57%	-$858K	0.64%	35
2020 Q1	$1.48M	Buy	13,838 +8,874	+179%	+$927K	1.69%	29
2019 Q4	$498K	Buy	+4,964	New	+$503K	0.44%	33

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Insight Folios's BLV Position: Q3 2022 in Review

Insight Folios sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 2,740 shares — an estimated $218K sold.

Insight Folios first reported a position in BLV in Q4 2019 and held it in 11 quarters. The position peaked at $1.48M in Q1 2020. 250 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

Insight Folios reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Insight Folios sold 2,740 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $218K.
Insight Folios first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 11 quarters.
Insight Folios's Vanguard Long-Term Bond ETF position peaked at $1.48M in Q1 2020.
250 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on Insight Folios's 13F filing for Q3 2022, filed 19 Oct 2022.