PS
Principal Securities’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $128K | Sell |
1,845
-11,934
| -87% | -$830K | ﹤0.01% | 1433 |
|
2025
Q1 | $943K | Hold |
13,779
| – | – | 0.02% | 576 |
|
2024
Q4 | $943K | Buy |
13,779
+2,087
| +18% | +$143K | 0.02% | 573 |
|
2024
Q3 | $879K | Buy |
11,692
+287
| +3% | +$21.6K | 0.02% | 567 |
|
2024
Q2 | $802K | Buy |
11,405
+263
| +2% | +$18.5K | 0.02% | 541 |
|
2024
Q1 | $806K | Sell |
11,142
-79,340
| -88% | -$5.74M | 0.03% | 512 |
|
2023
Q4 | $6.75M | Buy |
+90,482
| New | +$6.75M | 0.25% | 80 |
|