Steph & Co’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Steph & Co’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	-60	Closed	-$4.02K	–	253
2023 Q3	$4.02K	Buy	+60	New	+$4.28K	﹤0.01%	281

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

Steph & Co's BLV Position: Q4 2023 in Review

Steph & Co sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2023, closing a stake of 60 shares — an estimated $4.02K sold.

Steph & Co first reported a position in BLV in Q3 2023 and held it in 1 quarter. The position peaked at $4.02K in Q3 2023. 365 funds tracked by Wall St. Rank hold BLV as of Q4 2023.

Steph & Co reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Steph & Co sold 60 Vanguard Long-Term Bond ETF shares in Q4 2023, an estimated $4.02K.
Steph & Co first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 1 quarter.
Steph & Co's Vanguard Long-Term Bond ETF position peaked at $4.02K in Q3 2023.
365 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.