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Rice Partnership’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Rice Partnership’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
2023
Q3 		– Sell
-809
Closed -$60.6K – 137
2023
Q2 		$60.6K Buy
+809
New +$60.7K 0.02% 112

Other funds holding BLV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Rice Partnership's BLV Position: Q3 2023 in Review

Rice Partnership sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2023, closing a stake of 809 shares — an estimated $60.6K sold.

Rice Partnership first reported a position in BLV in Q2 2023 and held it in 1 quarter. The position peaked at $60.6K in Q2 2023. 300 funds tracked by Wall St. Rank hold BLV as of Q3 2023.

  • Rice Partnership reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Rice Partnership sold 809 Vanguard Long-Term Bond ETF shares in Q3 2023, an estimated $60.6K.
  • Rice Partnership first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • Rice Partnership's Vanguard Long-Term Bond ETF position peaked at $60.6K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2023.

Based on Rice Partnership's 13F filing for Q3 2023, filed 13 Nov 2023.