Rockbridge Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Rockbridge Investment Management’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	–	Sell	-109	Closed	-$8.13K	–	183
2023 Q4	$8.13K	Buy	+109	New	+$7.47K	﹤0.01%	418
2022 Q3	–	Sell	-206	Closed	-$16.4K	–	164
2022 Q2	$16.4K	Hold	206	–	–	﹤0.01%	320
2022 Q1	$18.9K	Hold	206	–	–	﹤0.01%	423
2021 Q4	$21K	Hold	206	–	–	﹤0.01%	472
2021 Q3	$21K	Hold	206	–	–	﹤0.01%	447
2021 Q2	$21K	Hold	206	–	–	﹤0.01%	435
2021 Q1	$20K	Hold	206	–	–	﹤0.01%	423
2020 Q4	$23K	Sell	206 -261	-56%	-$29.1K	﹤0.01%	396
2020 Q3	$52K	Hold	467	–	–	0.01%	263
2020 Q2	$52K	Buy	+467	New	+$51K	0.01%	230

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Rockbridge Investment Management's BLV Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 109 shares — an estimated $8.13K sold.

Rockbridge Investment Management first reported a position in BLV in Q2 2020 and held it in 10 quarters. The position peaked at $52K in Q3 2020. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

Rockbridge Investment Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 109 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $8.13K.
Rockbridge Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Vanguard Long-Term Bond ETF position peaked at $52K in Q3 2020.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.