MV Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

MV Capital 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
2024 Q1	–	Sell	-47	Closed	-$3.51K	–	860
2023 Q4	$3.51K	Buy	+47	New	+$3.22K	﹤0.01%	619
2021 Q1	–	Sell	-354	Closed	-$39K	–	461
2020 Q4	$39K	Hold	354	–	–	0.01%	173
2020 Q3	$40K	Hold	354	–	–	0.01%	157
2020 Q2	$40K	Buy	+354	New	+$38.7K	0.01%	155

Other funds holding BLV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MV Capital Management's BLV Position: Q1 2024 in Review

MV Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 47 shares — an estimated $3.51K sold.

MV Capital Management first reported a position in BLV in Q2 2020 and held it in 4 quarters. The position peaked at $40K in Q3 2020. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

MV Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
MV Capital Management sold 47 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $3.51K.
MV Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 4 quarters.
MV Capital Management's Vanguard Long-Term Bond ETF position peaked at $40K in Q3 2020.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on MV Capital Management's 13F filing for Q1 2024, filed 18 Apr 2024.