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Sterling Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sterling Financial 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
Q4 		– Sell
-243,788
Closed -$18.3M – 66
2024
Q3 		$18.3M Buy
243,788
+430
+0.2% +$31.6K 7.83% 4
2024
Q2 		$17.1M Buy
243,358
+2,497
+1% +$175K 7.76% 5
2024
Q1 		$17.4M Buy
240,861
+109,011
+83% +$7.87M 8.27% 5
2023
Q4 		$9.83M Sell
131,850
-5,242
-4% -$359K 5.83% 9
2023
Q3 		$9.19M Buy
+137,092
New +$9.77M 5.77% 10

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sterling Financial Group's BLV Position: Q4 2024 in Review

Sterling Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 243,788 shares — an estimated $18.3M sold.

Sterling Financial Group first reported a position in BLV in Q3 2023 and held it in 5 quarters. The position peaked at $18.3M in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

  • Sterling Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sterling Financial Group sold 243,788 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $18.3M.
  • Sterling Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 5 quarters.
  • Sterling Financial Group's Vanguard Long-Term Bond ETF position peaked at $18.3M in Q3 2024.
  • 376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Sterling Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.