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Patriot Financial Group Insurance Agency’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-1,594
Closed -$127K – 585
2022
Q2 		$127K Sell
1,594
-52
-3% -$4.28K 0.03% 481
2022
Q1 		$151K Sell
1,646
-5
-0.3% -$477 0.03% 470
2021
Q4 		$170K Buy
1,651
+276
+20% +$28.5K 0.03% 495
2021
Q3 		$141K Sell
1,375
-32
-2% -$3.36K 0.03% 545
2021
Q2 		$145K Buy
1,407
+75
+6% +$7.5K 0.03% 510
2021
Q1 		$131K Buy
1,332
+652
+96% +$66.9K 0.03% 486
2020
Q4 		$75K Buy
680
+427
+169% +$47.5K 0.02% 569
2020
Q3 		$28K Sell
253
-18
-7% -$2.05K 0.01% 687
2020
Q2 		$30K Sell
271
-266
-50% -$29.1K 0.01% 633
2020
Q1 		$57K Buy
537
+233
+77% +$24.3K 0.03% 425
2019
Q4 		$31K Buy
304
+244
+407% +$24.7K 0.01% 586
2019
Q3 		$6K Hold
60
– – ﹤0.01% 886
2019
Q2 		$6K Hold
60
– – ﹤0.01% 890
2019
Q1 		$6K Buy
+60
New +$5.32K ﹤0.01% 796
2018
Q2 		– Sell
-127
Closed -$12K – 619
2018
Q1 		$12K Sell
127
-33
-21% -$3.01K 0.01% 563
2017
Q4 		$16K Buy
160
+29
+22% +$2.73K 0.01% 492
2017
Q3 		$12K Buy
131
+17
+15% +$1.59K 0.01% 508
2017
Q2 		$10K Buy
114
+41
+56% +$3.77K 0.01% 524
2017
Q1 		$7K Hold
73
– – 0.01% 551
2016
Q4 		$7K Buy
+73
New +$6.71K 0.01% 516

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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BLV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 1,594 shares — an estimated $127K sold.

Patriot Financial Group Insurance Agency first reported a position in BLV in Q4 2016 and held it in 20 quarters. The position peaked at $170K in Q4 2021. 250 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,594 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $127K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Long-Term Bond ETF in Q4 2016 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard Long-Term Bond ETF position peaked at $170K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.