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JFS Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

JFS Wealth Advisors’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 		– Sell
-185
Closed -$13.4K – 1990
2024
Q1 		$13.4K Hold
185
– – ﹤0.01% 728
2023
Q4 		$13.8K Hold
185
– – ﹤0.01% 685
2023
Q3 		$12.4K Hold
185
– – ﹤0.01% 657
2023
Q2 		$13.9K Buy
+185
New +$13.9K ﹤0.01% 624

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFS Wealth Advisors's BLV Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 185 shares — an estimated $13.4K sold.

JFS Wealth Advisors first reported a position in BLV in Q2 2023 and held it in 4 quarters. The position peaked at $13.9K in Q2 2023. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 185 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $13.4K.
  • JFS Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 4 quarters.
  • JFS Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $13.9K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.