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Panoramic Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Panoramic Investment Advisors’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
2023
Q4 		– Sell
-3,150
Closed -$211K – 105
2023
Q3 		$211K Buy
+3,150
New +$224K 0.19% 93

Other funds holding BLV

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Panoramic Investment Advisors's BLV Position: Q4 2023 in Review

Panoramic Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2023, closing a stake of 3,150 shares — an estimated $211K sold.

Panoramic Investment Advisors first reported a position in BLV in Q3 2023 and held it in 1 quarter. The position peaked at $211K in Q3 2023. 365 funds tracked by Wall St. Rank hold BLV as of Q4 2023.

  • Panoramic Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Panoramic Investment Advisors sold 3,150 Vanguard Long-Term Bond ETF shares in Q4 2023, an estimated $211K.
  • Panoramic Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • Panoramic Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $211K in Q3 2023.
  • 365 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2023.

Based on Panoramic Investment Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.