Retirement Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Retirement Group’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 Q1	$2.53K	Hold	35	–	–	﹤0.01%	632
2023 Q4	$2.61K	Hold	35	–	–	﹤0.01%	607
2023 Q3	$2.35K	Hold	35	–	–	﹤0.01%	565
2023 Q2	$2.62K	Hold	35	–	–	﹤0.01%	586
2023 Q1	$3K	Hold	35	–	–	﹤0.01%	536
2022 Q4	$3K	Buy	+35	New	+$2.53K	﹤0.01%	471
2022 Q3	–	Sell	-35	Closed	-$3K	–	514
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	573
2022 Q1	$3K	Hold	35	–	–	﹤0.01%	580
2021 Q4	$4K	Hold	35	–	–	﹤0.01%	541
2021 Q3	$4K	Hold	35	–	–	﹤0.01%	464
2021 Q2	$4K	Hold	35	–	–	﹤0.01%	508
2021 Q1	$3K	Hold	35	–	–	﹤0.01%	598
2020 Q4	$3K	Hold	35	–	–	﹤0.01%	544
2020 Q3	$4K	Hold	35	–	–	﹤0.01%	502
2020 Q2	$4K	Buy	+35	New	+$3.82K	﹤0.01%	466
2019 Q4	$4K	Buy	+35	New	+$3.54K	﹤0.01%	467

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

LNC

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Retirement Group's BLV Position: Q1 2024 in Review

Retirement Group held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2024 at 35 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Retirement Group first reported a position in BLV in Q4 2019 and has held it in 16 quarters since. The position peaked at $4K in Q4 2021. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

Retirement Group held 35 shares of Vanguard Long-Term Bond ETF worth $2.53K as of Q1 2024.
Retirement Group left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2024.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #632 holding.
Retirement Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's Vanguard Long-Term Bond ETF position peaked at $4K in Q4 2021.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.