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ORG Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

ORG Partners’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
-44
Closed -$3.28K – 598
2023
Q4 		$3.28K Buy
+44
New +$3.02K ﹤0.01% 901
2023
Q3 		– Sell
-136
Closed -$10.1K – 1390
2023
Q2 		$10.1K Buy
+136
New +$10.2K ﹤0.01% 970

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ORG Partners's BLV Position: Q1 2024 in Review

ORG Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 44 shares — an estimated $3.28K sold.

ORG Partners first reported a position in BLV in Q2 2023 and held it in 2 quarters. The position peaked at $10.1K in Q2 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • ORG Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 44 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $3.28K.
  • ORG Partners first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 2 quarters.
  • ORG Partners's Vanguard Long-Term Bond ETF position peaked at $10.1K in Q2 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.