Strategic Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Strategic Asset Management’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
2022 Q3	$7K	Hold	98	–	–	0.01%	416
2022 Q2	$8K	Sell	98 -653	-87%	-$53.7K	0.01%	424
2022 Q1	$69K	Sell	751 -1,572	-68%	-$150K	0.1%	131
2021 Q4	$239K	Buy	2,323 +327	+16%	+$33.8K	0.33%	53
2021 Q3	$203K	Buy	+1,996	New	+$209K	0.29%	56

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Strategic Asset Management's BLV Position: Q3 2022 in Review

Strategic Asset Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q3 2022 at 98 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #416.

Strategic Asset Management first reported a position in BLV in Q3 2021 and has held it in 5 quarters since. The position peaked at $239K in Q4 2021. 250 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

Strategic Asset Management held 98 shares of Vanguard Long-Term Bond ETF worth $7K as of Q3 2022.
Strategic Asset Management left its Vanguard Long-Term Bond ETF share count unchanged in Q3 2022.
Vanguard Long-Term Bond ETF made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #416 holding.
Strategic Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Vanguard Long-Term Bond ETF position peaked at $239K in Q4 2021.
250 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.