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MUFG Americas’s Vanguard Long-Term Bond ETF BLV Stock Holding History

MUFG Americas’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
2022
Q4 		– Sell
-10,812
Closed -$778K – 89
2022
Q3 		$778K Sell
10,812
-872
-7% -$69K 0.02% 273
2022
Q2 		$931K Buy
11,684
+238
+2% +$19.6K 0.02% 266
2022
Q1 		$1.05M Sell
11,446
-7,575
-40% -$722K 0.02% 267
2021
Q4 		$1.96M Buy
19,021
+7,743
+69% +$800K 0.04% 234
2021
Q3 		$1.15M Buy
11,278
+1,239
+12% +$130K 0.02% 258
2021
Q2 		$1.03M Sell
10,039
-417
-4% -$41.7K 0.02% 267
2021
Q1 		$1.03M Sell
10,456
-348
-3% -$35.7K 0.02% 279
2020
Q4 		$1.19M Buy
10,804
+861
+9% +$95.8K 0.02% 262
2020
Q3 		$1.11M Sell
9,943
-81
-0.8% -$9.22K 0.03% 253
2020
Q2 		$679K Buy
10,024
+968
+11% +$106K 0.02% 290
2020
Q1 		$966K Sell
9,056
-2,584
-22% -$270K 0.03% 250
2019
Q4 		$1.17M Sell
11,640
-422
-3% -$42.7K 0.03% 272
2019
Q3 		$1.24M Buy
12,062
+1,315
+12% +$132K 0.03% 257
2019
Q2 		$1.04M Buy
10,747
+508
+5% +$47.2K 0.03% 270
2019
Q1 		$943K Buy
10,239
+667
+7% +$59.1K 0.03% 272
2018
Q4 		$838K Buy
9,572
+5,028
+111% +$429K 0.03% 272
2018
Q3 		$397K Buy
4,544
+3,915
+622% +$347K 0.01% 342
2018
Q2 		$56K Buy
629
+248
+65% +$22K ﹤0.01% 516
2018
Q1 		$35K Hold
381
– – ﹤0.01% 559
2017
Q4 		$36K Buy
+381
New +$35.8K ﹤0.01% 623
2017
Q2 		– Sell
-1,550
Closed -$140K – 1140
2017
Q1 		$140K Sell
1,550
-1,518
-49% -$136K ﹤0.01% 474
2016
Q4 		$273K Hold
3,068
– – 0.01% 411
2016
Q3 		$303K Buy
3,068
+1,518
+98% +$150K 0.01% 414
2016
Q2 		$152K Hold
1,550
– – 0.01% 448
2016
Q1 		$144K Buy
+1,550
New +$139K 0.01% 467
2014
Q4 		– Sell
-90
Closed -$8K – 1236
2014
Q3 		$8K Buy
+90
New +$8.12K ﹤0.01% 982

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

MUFG Americas's BLV Position: Q4 2022 in Review

MUFG Americas sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2022, closing a stake of 10,812 shares — an estimated $778K sold.

MUFG Americas first reported a position in BLV in Q3 2014 and held it in 26 quarters. The position peaked at $1.96M in Q4 2021. 268 funds tracked by Wall St. Rank hold BLV as of Q4 2022.

  • MUFG Americas reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 10,812 Vanguard Long-Term Bond ETF shares in Q4 2022, an estimated $778K.
  • MUFG Americas first reported a position in Vanguard Long-Term Bond ETF in Q3 2014 and held it in 26 quarters.
  • MUFG Americas's Vanguard Long-Term Bond ETF position peaked at $1.96M in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.