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Romano Brothers & Co’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-635
Closed -$46K – 378
2022
Q4 		$46K Buy
+635
New +$46K 0.01% 483

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Morgan Stanley
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TAIM
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Osaic Holdings
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Romano Brothers & Co's BLV Position: Q1 2023 in Review

Romano Brothers & Co sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 635 shares — an estimated $46K sold.

Romano Brothers & Co first reported a position in BLV in Q4 2022 and held it in 1 quarter. The position peaked at $46K in Q4 2022. 280 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

  • Romano Brothers & Co reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 635 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $46K.
  • Romano Brothers & Co first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Vanguard Long-Term Bond ETF position peaked at $46K in Q4 2022.
  • 280 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.