Kayne Anderson Rudnick Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Kayne Anderson Rudnick Investment 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
2023 Q4	–	Sell	-7,337	Closed	-$491K	–	966
2023 Q3	$491K	Hold	7,337	–	–	﹤0.01%	397
2023 Q2	$548K	Hold	7,337	–	–	﹤0.01%	392
2023 Q1	$561K	Hold	7,337	–	–	﹤0.01%	380
2022 Q4	$531K	Hold	7,337	–	–	﹤0.01%	386
2022 Q3	$527K	Hold	7,337	–	–	﹤0.01%	374
2022 Q2	$584K	Hold	7,337	–	–	﹤0.01%	374
2022 Q1	$673K	Hold	7,337	–	–	﹤0.01%	356
2021 Q4	$757K	Sell	7,337 -10,127	-58%	-$1.05M	﹤0.01%	355
2021 Q3	$1.79M	Buy	17,464 +6,761	+63%	+$710K	﹤0.01%	305
2021 Q2	$1.1M	Sell	10,703 -4,149	-28%	-$415K	﹤0.01%	323
2021 Q1	$1.45M	Buy	14,852 +268	+2%	+$27.5K	﹤0.01%	305
2020 Q4	$1.6M	Buy	+14,584	New	+$1.62M	﹤0.01%	299

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 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

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

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

Kayne Anderson Rudnick Investment Management's BLV Position: Q4 2023 in Review

Kayne Anderson Rudnick Investment Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2023, closing a stake of 7,337 shares — an estimated $491K sold.

Kayne Anderson Rudnick Investment Management first reported a position in BLV in Q4 2020 and held it in 12 quarters. The position peaked at $1.79M in Q3 2021. 365 funds tracked by Wall St. Rank hold BLV as of Q4 2023.

Kayne Anderson Rudnick Investment Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 7,337 Vanguard Long-Term Bond ETF shares in Q4 2023, an estimated $491K.
Kayne Anderson Rudnick Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 12 quarters.
Kayne Anderson Rudnick Investment Management's Vanguard Long-Term Bond ETF position peaked at $1.79M in Q3 2021.
365 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2023.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.