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

SignatureFD’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 Q4	–	Sell	-320	Closed	-$21.5K	–	3142
2023 Q3	$21.5K	Hold	320	–	–	﹤0.01%	1814
2023 Q2	$24K	Hold	320	–	–	﹤0.01%	1795
2023 Q1	$24.5K	Hold	320	–	–	﹤0.01%	1752
2022 Q4	$23.2K	Buy	+320	New	+$23.2K	﹤0.01%	1730
2021 Q4	–	Sell	-12	Closed	-$1K	–	3115
2021 Q3	$1K	Buy	+12	New	+$1.26K	﹤0.01%	2778
2020 Q4	–	Sell	-1	Closed	–	–	2556
2020 Q3	$0	Buy	+1	New	+$114	﹤0.01%	2612
2019 Q3	–	Sell	-36	Closed	-$3K	–	2096
2019 Q2	$3K	Hold	36	–	–	﹤0.01%	1661
2019 Q1	$3K	Buy	+36	New	+$3.19K	﹤0.01%	1676

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SignatureFD's BLV Position: Q4 2023 in Review

SignatureFD sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2023, closing a stake of 320 shares — an estimated $21.5K sold.

SignatureFD first reported a position in BLV in Q1 2019 and held it in 8 quarters. The position peaked at $24.5K in Q1 2023. 365 funds tracked by Wall St. Rank hold BLV as of Q4 2023.

SignatureFD reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
SignatureFD sold 320 Vanguard Long-Term Bond ETF shares in Q4 2023, an estimated $21.5K.
SignatureFD first reported a position in Vanguard Long-Term Bond ETF in Q1 2019 and held it in 8 quarters.
SignatureFD's Vanguard Long-Term Bond ETF position peaked at $24.5K in Q1 2023.
365 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.