Second Half Financial Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Second Half Financial Partners’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	-99,833	Closed	-$7.22M	–	46
2024 Q1	$7.22M	Sell	99,833 -3,803	-4%	-$274K	3.21%	6
2023 Q4	$7.73M	Sell	103,636 -15,126	-13%	-$1.04M	3.81%	5
2023 Q3	$7.96M	Sell	118,762 -3,582	-3%	-$255K	3.97%	4
2023 Q2	$9.17M	Buy	+122,344	New	+$9.18M	2.09%	8
2023 Q1	–	Sell	-45,772	Closed	-$3.56M	–	39
2022 Q4	$3.56M	Buy	+45,772	New	+$3.31M	2.32%	14

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Second Half Financial Partners's BLV Position: Q2 2024 in Review

Second Half Financial Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 99,833 shares — an estimated $7.22M sold.

Second Half Financial Partners first reported a position in BLV in Q4 2022 and held it in 5 quarters. The position peaked at $9.17M in Q2 2023. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

Second Half Financial Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Second Half Financial Partners sold 99,833 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $7.22M.
Second Half Financial Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and held it in 5 quarters.
Second Half Financial Partners's Vanguard Long-Term Bond ETF position peaked at $9.17M in Q2 2023.
367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Second Half Financial Partners's 13F filing for Q2 2024, filed 8 Aug 2024.