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RGT Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

RGT Wealth 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
2022
Q3 		$31K Hold
426
– – ﹤0.01% 94
2022
Q2 		$34K Hold
426
– – 0.01% 99
2022
Q1 		$39K Sell
426
-7,816
-95% -$745K 0.01% 96
2021
Q4 		$724K Buy
+8,242
New +$852K 0.11% 44

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RGT Wealth Advisors's BLV Position: Q3 2022 in Review

RGT Wealth Advisors held its Vanguard Long-Term Bond ETF (BLV) position steady in Q3 2022 at 426 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #94.

RGT Wealth Advisors first reported a position in BLV in Q4 2021 and has held it in 4 quarters since. The position peaked at $724K in Q4 2021. 250 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

  • RGT Wealth Advisors held 426 shares of Vanguard Long-Term Bond ETF worth $31K as of Q3 2022.
  • RGT Wealth Advisors left its Vanguard Long-Term Bond ETF share count unchanged in Q3 2022.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #94 holding.
  • RGT Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $724K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.