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Plante Moran Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-20
Closed -$1.37K – 809
2024
Q4 		$1.37K Buy
20
+10
+100% +$714 ﹤0.01% 804
2024
Q3 		$752 Buy
+10
New +$735 ﹤0.01% 794
2022
Q4 		– Sell
-967
Closed -$70K – 870
2022
Q3 		$70K Buy
+967
New +$76.5K 0.01% 257

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Plante Moran Financial Advisors's BLV Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 20 shares — an estimated $1.37K sold.

Plante Moran Financial Advisors first reported a position in BLV in Q3 2022 and held it in 3 quarters. The position peaked at $70K in Q3 2022. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 20 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $1.37K.
  • Plante Moran Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $70K in Q3 2022.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.