PrairieView Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

PrairieView Partners’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
2024 Q3	–	Sell	-328	Closed	-$23K	–	364
2024 Q2	$23K	Hold	328	–	–	﹤0.01%	245
2024 Q1	$24K	Hold	328	–	–	﹤0.01%	230
2023 Q4	$24K	Sell	328 -18	-5%	-$1.23K	﹤0.01%	223
2023 Q3	$23K	Sell	346 -110	-24%	-$7.84K	﹤0.01%	228
2023 Q2	$34K	Buy	456 +128	+39%	+$9.61K	﹤0.01%	226
2023 Q1	$25K	Hold	328	–	–	﹤0.01%	234
2022 Q4	$23K	Hold	328	–	–	﹤0.01%	247
2022 Q3	$24K	Hold	328	–	–	﹤0.01%	233
2022 Q2	$26K	Hold	328	–	–	﹤0.01%	248
2022 Q1	$30K	Hold	328	–	–	﹤0.01%	247
2021 Q4	$34K	Hold	328	–	–	﹤0.01%	249
2021 Q3	$34K	Hold	328	–	–	0.01%	201
2021 Q2	$34K	Hold	328	–	–	0.01%	197
2021 Q1	$32K	Sell	328 -34	-9%	-$3.49K	0.01%	199
2020 Q4	$40K	Hold	362	–	–	0.01%	171
2020 Q3	$40K	Hold	362	–	–	0.01%	159
2020 Q2	$40K	Hold	362	–	–	0.01%	151
2020 Q1	$39K	Buy	+362	New	+$37.8K	0.01%	142

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PrairieView Partners's BLV Position: Q3 2024 in Review

PrairieView Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 328 shares — an estimated $23K sold.

PrairieView Partners first reported a position in BLV in Q1 2020 and held it in 18 quarters. The position peaked at $40K in Q4 2020. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

PrairieView Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
PrairieView Partners sold 328 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $23K.
PrairieView Partners first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and held it in 18 quarters.
PrairieView Partners's Vanguard Long-Term Bond ETF position peaked at $40K in Q4 2020.
364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on PrairieView Partners's 13F filing for Q3 2024, filed 18 Oct 2024.