Patriot Investment Management Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Patriot Investment Management Group’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 Q1	–	Sell	-8	Closed	-$619	–	247
2022 Q4	$619	Buy	+8	New	+$579	﹤0.01%	398
2020 Q3	–	Sell	-23	Closed	-$2.57K	–	248
2020 Q2	$2.57K	Buy	+23	New	+$2.51K	﹤0.01%	612

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

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

TAIM

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

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

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

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

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

Patriot Investment Management Group's BLV Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 8 shares — an estimated $619 sold.

Patriot Investment Management Group first reported a position in BLV in Q2 2020 and held it in 2 quarters. The position peaked at $2.57K in Q2 2020. 280 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

Patriot Investment Management Group reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 8 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $619.
Patriot Investment Management Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 2 quarters.
Patriot Investment Management Group's Vanguard Long-Term Bond ETF position peaked at $2.57K in Q2 2020.
280 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.