Madrona Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Madrona Financial Services’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 Q4	–	Sell	-48,979	Closed	-$3.68M	–	112
2024 Q3	$3.68M	Sell	48,979 -51,049	-51%	-$3.75M	1.02%	27
2024 Q2	$7.03M	Buy	100,028 +10,050	+11%	+$704K	2.16%	13
2024 Q1	$6.51M	Buy	89,978 +25,458	+39%	+$1.84M	2.27%	11
2023 Q4	$4.81M	Buy	64,520 +36,953	+134%	+$2.53M	1.9%	14
2023 Q3	$1.85M	Buy	27,567 +20,906	+314%	+$1.49M	0.84%	25
2023 Q2	$499K	Buy	+6,661	New	+$500K	0.24%	56

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Madrona Financial Services's BLV Position: Q4 2024 in Review

Madrona Financial Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 48,979 shares — an estimated $3.68M sold.

Madrona Financial Services first reported a position in BLV in Q2 2023 and held it in 6 quarters. The position peaked at $7.03M in Q2 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

Madrona Financial Services reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Madrona Financial Services sold 48,979 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $3.68M.
Madrona Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 6 quarters.
Madrona Financial Services's Vanguard Long-Term Bond ETF position peaked at $7.03M in Q2 2024.
376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Madrona Financial Services's 13F filing for Q4 2024, filed 17 Jan 2025.