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Rothschild Investment LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Rothschild Investment LLC’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
Q2 		– Sell
-324
Closed -$23.4K – 2815
2024
Q1 		$23.4K Buy
+324
New +$23.4K ﹤0.01% 890

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Envestnet Portfolio Solutions
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LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rothschild Investment LLC's BLV Position: Q2 2024 in Review

Rothschild Investment LLC sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 324 shares — an estimated $23.4K sold.

Rothschild Investment LLC first reported a position in BLV in Q1 2024 and held it in 1 quarter. The position peaked at $23.4K in Q1 2024. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

  • Rothschild Investment LLC reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 324 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $23.4K.
  • Rothschild Investment LLC first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and held it in 1 quarter.
  • Rothschild Investment LLC's Vanguard Long-Term Bond ETF position peaked at $23.4K in Q1 2024.
  • 367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Rothschild Investment LLC's 13F filing for Q2 2024, filed 31 Jul 2024.