Institutional & Family Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Institutional & Family Asset 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	$2.11K	Hold	30	–	–	﹤0.01%	574
2024 Q1	$2.17K	Hold	30	–	–	﹤0.01%	574
2023 Q4	$2.24K	Hold	30	–	–	﹤0.01%	554
2023 Q3	$2.01K	Hold	30	–	–	﹤0.01%	553
2023 Q2	$2.25K	Hold	30	–	–	﹤0.01%	563
2023 Q1	$2.3K	Hold	30	–	–	﹤0.01%	557
2022 Q4	$2.17K	Hold	30	–	–	﹤0.01%	554
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	574
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	582
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	601
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	611
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	727
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	767
2021 Q1	$3K	Sell	30 -37	-55%	-$3.8K	﹤0.01%	742
2020 Q4	$7K	Hold	67	–	–	﹤0.01%	587
2020 Q3	$7K	Hold	67	–	–	﹤0.01%	533
2020 Q2	$7K	Buy	67 +37	+123%	+$4.04K	﹤0.01%	526
2020 Q1	$3K	Hold	30	–	–	﹤0.01%	580
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	645
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	614
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	649
2019 Q1	$3K	Hold	30	–	–	﹤0.01%	650
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	632
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	666
2018 Q2	$3K	Hold	30	–	–	﹤0.01%	657
2018 Q1	$3K	Buy	+30	New	+$2.73K	﹤0.01%	650

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

Institutional & Family Asset Management's BLV Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2024 at 30 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Institutional & Family Asset Management first reported a position in BLV in Q1 2018 and has held it in 26 quarters since. The position peaked at $7K in Q4 2020. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

Institutional & Family Asset Management held 30 shares of Vanguard Long-Term Bond ETF worth $2.11K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2024.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #574 holding.
Institutional & Family Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Vanguard Long-Term Bond ETF position peaked at $7K in Q4 2020.
367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.