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Sonora Investment Management Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sonora Investment Management Group’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
Q3 		– Sell
-10,368
Closed -$750K – 290
2024
Q2 		$750K Hold
10,368
– – 0.06% 149
2024
Q1 		$750K Buy
+10,368
New +$748K 0.06% 149

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Sonora Investment Management Group's BLV Position: Q3 2024 in Review

Sonora Investment Management Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 10,368 shares — an estimated $750K sold.

Sonora Investment Management Group first reported a position in BLV in Q1 2024 and held it in 2 quarters. The position peaked at $750K in Q2 2024. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • Sonora Investment Management Group reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sonora Investment Management Group sold 10,368 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $750K.
  • Sonora Investment Management Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and held it in 2 quarters.
  • Sonora Investment Management Group's Vanguard Long-Term Bond ETF position peaked at $750K in Q2 2024.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Sonora Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.