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

Regal 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 Q4	–	Sell	-4,727	Closed	-$355K	–	474
2024 Q3	$355K	Buy	+4,727	New	+$347K	0.02%	412
2015 Q4	–	Sell	-1,033	Closed	-$92K	–	335
2015 Q3	$92K	Buy	1,033 +888	+612%	+$78.9K	0.02%	351
2015 Q2	$12K	Sell	145 -86	-37%	-$7.87K	﹤0.01%	626
2015 Q1	$22K	Buy	231 +100	+76%	+$9.63K	0.01%	547
2014 Q4	$12K	Hold	131	–	–	﹤0.01%	616
2014 Q3	$12K	Hold	131	–	–	﹤0.01%	649
2014 Q2	$12K	Hold	131	–	–	﹤0.01%	633
2014 Q1	$11K	Hold	131	–	–	﹤0.01%	619
2013 Q4	$11K	Hold	131	–	–	0.01%	568
2013 Q3	$11K	Hold	131	–	–	0.01%	577
2013 Q2	$11K	Buy	+131	New	+$11.9K	0.01%	562

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Regal Investment Advisors's BLV Position: Q4 2024 in Review

Regal Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 4,727 shares — an estimated $355K sold.

Regal Investment Advisors first reported a position in BLV in Q2 2013 and held it in 11 quarters. The position peaked at $355K in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

Regal Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Regal Investment Advisors sold 4,727 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $355K.
Regal Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and held it in 11 quarters.
Regal Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $355K in Q3 2024.
376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.