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Pinnacle Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Pinnacle Wealth 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
2022
Q4 		– Sell
-50,966
Closed -$3.67M – 50
2022
Q3 		$3.67M Buy
+50,966
New +$4.03M 4.45% 4

Other funds holding BLV

AWA
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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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Management's BLV Position: Q4 2022 in Review

Pinnacle Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2022, closing a stake of 50,966 shares — an estimated $3.67M sold.

Pinnacle Wealth Management first reported a position in BLV in Q3 2022 and held it in 1 quarter. The position peaked at $3.67M in Q3 2022. 269 funds tracked by Wall St. Rank hold BLV as of Q4 2022.

  • Pinnacle Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Wealth Management sold 50,966 Vanguard Long-Term Bond ETF shares in Q4 2022, an estimated $3.67M.
  • Pinnacle Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 1 quarter.
  • Pinnacle Wealth Management's Vanguard Long-Term Bond ETF position peaked at $3.67M in Q3 2022.
  • 269 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.