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

Simplicity Solutions’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	$1.38M	Buy	+18,475	New	+$1.27M	0.04%	374
2023 Q3	–	Sell	-32,640	Closed	-$2.45M	–	1005
2023 Q2	$2.45M	Buy	+32,640	New	+$2.45M	0.07%	263
2022 Q1	–	Sell	-2,192	Closed	-$226K	–	628
2021 Q4	$226K	Sell	2,192 -10	-0.5%	-$1.03K	0.03%	450
2021 Q3	$225K	Buy	+2,202	New	+$231K	0.03%	525
2021 Q2	–	Sell	-3,359	Closed	-$330K	–	518
2021 Q1	$330K	Sell	3,359 -30,674	-90%	-$3.15M	0.07%	298
2020 Q4	$3.73M	Buy	34,033 +3,409	+11%	+$380K	0.06%	268
2020 Q3	$3.42M	Sell	30,624 -3,661	-11%	-$417K	0.06%	244
2020 Q2	$3.83M	Buy	34,285 +11,521	+51%	+$1.26M	0.08%	209
2020 Q1	$2.43M	Buy	22,764 +3,918	+21%	+$409K	0.07%	204
2019 Q4	$1.89M	Buy	18,846 +5,280	+39%	+$535K	0.06%	251
2019 Q3	$1.39M	Buy	13,566 +5,013	+59%	+$504K	0.06%	232
2019 Q2	$830K	Sell	8,553 -125	-1%	-$11.6K	0.04%	290
2019 Q1	$800K	Buy	8,678 +1,597	+23%	+$142K	0.05%	291
2018 Q4	$620K	Buy	7,081 +3,086	+77%	+$263K	0.08%	267
2018 Q3	$349K	Buy	+3,995	New	+$354K	0.02%	338
2017 Q3	–	Sell	-2,972	Closed	-$277K	–	224
2017 Q2	$277K	Buy	+2,972	New	+$273K	0.03%	334

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Simplicity Solutions's BLV Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q4 2023: 18,475 shares worth $1.38M. The stake represents 0.04% of the portfolio and ranks #374 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BLV as recently as Q2 2023.

Simplicity Solutions first reported a position in BLV in Q2 2017 and has held it in 16 quarters since. The position peaked at $3.83M in Q2 2020. 365 funds tracked by Wall St. Rank hold BLV as of Q4 2023.

Simplicity Solutions held 18,475 shares of Vanguard Long-Term Bond ETF worth $1.38M as of Q4 2023.
Vanguard Long-Term Bond ETF was a new Simplicity Solutions position in Q4 2023.
Vanguard Long-Term Bond ETF made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #374 holding.
Simplicity Solutions first reported a position in Vanguard Long-Term Bond ETF in Q2 2017 and has held it in 16 quarters since.
Simplicity Solutions's Vanguard Long-Term Bond ETF position peaked at $3.83M in Q2 2020.
365 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.