Realta Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Realta Investment 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
2024 Q3	–	Sell	-101	Closed	-$7.1K	–	393
2024 Q2	$7.1K	Hold	101	–	–	﹤0.01%	696
2024 Q1	$7.3K	Buy	+101	New	+$7.29K	﹤0.01%	718
2023 Q4	–	Sell	-162	Closed	-$12.1K	–	472
2023 Q3	$12.1K	Hold	162	–	–	﹤0.01%	661
2023 Q2	$12.1K	Buy	+162	New	+$12.2K	﹤0.01%	710
2023 Q1	–	Sell	-88	Closed	-$6.38K	–	462
2022 Q4	$6.38K	Hold	88	–	–	﹤0.01%	758
2022 Q3	$6K	Buy	+88	New	+$6.96K	﹤0.01%	738
2020 Q1	–	Sell	-1,546	Closed	-$157K	–	421
2019 Q4	$157K	Buy	1,546 +1,501	+3,336%	+$152K	0.04%	390
2019 Q3	$4K	Sell	45 -329	-88%	-$33.1K	﹤0.01%	1360
2019 Q2	$36K	Buy	374 +279	+294%	+$25.9K	0.01%	754
2019 Q1	$8K	Buy	+95	New	+$8.42K	﹤0.01%	951

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Realta Investment Advisors's BLV Position: Q3 2024 in Review

Realta Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 101 shares — an estimated $7.1K sold.

Realta Investment Advisors first reported a position in BLV in Q1 2019 and held it in 10 quarters. The position peaked at $157K in Q4 2019. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

Realta Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 101 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $7.1K.
Realta Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $157K in Q4 2019.
364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.