Jackson Hole Capital Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Jackson Hole Capital Partners’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 Q3	–	Sell	-332	Closed	-$23.3K	–	273
2024 Q2	$23.3K	Hold	332	–	–	0.01%	239
2024 Q1	$24K	Hold	332	–	–	0.01%	238
2023 Q4	$24.8K	Hold	332	–	–	0.01%	236
2023 Q3	$22.3K	Hold	332	–	–	0.01%	223
2023 Q2	$24.9K	Hold	332	–	–	0.01%	234
2023 Q1	$25.4K	Hold	332	–	–	0.01%	254
2022 Q4	$24.1K	Hold	332	–	–	0.01%	223
2022 Q3	$24K	Buy	+332	New	+$26.3K	0.01%	222
2022 Q2	–	Sell	-332	Closed	-$30K	–	238
2022 Q1	$30K	Buy	+332	New	+$31.7K	0.01%	206

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jackson Hole Capital Partners's BLV Position: Q3 2024 in Review

Jackson Hole Capital Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 332 shares — an estimated $23.3K sold.

Jackson Hole Capital Partners first reported a position in BLV in Q1 2022 and held it in 9 quarters. The position peaked at $30K in Q1 2022. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

Jackson Hole Capital Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Jackson Hole Capital Partners sold 332 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $23.3K.
Jackson Hole Capital Partners first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 9 quarters.
Jackson Hole Capital Partners's Vanguard Long-Term Bond ETF position peaked at $30K in Q1 2022.
364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Jackson Hole Capital Partners's 13F filing for Q3 2024, filed 30 Oct 2024.