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

Narwhal 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
2021 Q4	–	Sell	-4,478	Closed	-$458K	–	161
2021 Q3	$458K	Sell	4,478 -2,715	-38%	-$285K	0.06%	115
2021 Q2	$741K	Sell	7,193 -541	-7%	-$54.1K	0.09%	101
2021 Q1	$759K	Buy	7,734 +3,075	+66%	+$316K	0.1%	96
2020 Q4	$511K	Buy	+4,659	New	+$519K	0.07%	111

Other funds holding BLV

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LNC

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Narwhal Capital Management's BLV Position: Q4 2021 in Review

Narwhal Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2021, closing a stake of 4,478 shares — an estimated $458K sold.

Narwhal Capital Management first reported a position in BLV in Q4 2020 and held it in 4 quarters. The position peaked at $759K in Q1 2021. 272 funds tracked by Wall St. Rank hold BLV as of Q4 2021.

Narwhal Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Narwhal Capital Management sold 4,478 Vanguard Long-Term Bond ETF shares in Q4 2021, an estimated $458K.
Narwhal Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 4 quarters.
Narwhal Capital Management's Vanguard Long-Term Bond ETF position peaked at $759K in Q1 2021.
272 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2021.

Based on Narwhal Capital Management's 13F filing for Q4 2021, filed 26 Jan 2022.