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

Strategic Blueprint’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 Q2	–	Sell	-3,010	Closed	-$231K	–	542
2023 Q1	$231K	Buy	+3,010	New	+$228K	0.02%	474
2022 Q3	–	Sell	-3,056	Closed	-$244K	–	496
2022 Q2	$244K	Sell	3,056 -347	-10%	-$28.6K	0.03%	427
2022 Q1	$312K	Sell	3,403 -515	-13%	-$49.1K	0.04%	375
2021 Q4	$403K	Sell	3,918 -292	-7%	-$30.2K	0.05%	311
2021 Q3	$431K	Buy	4,210 +1,116	+36%	+$117K	0.07%	262
2021 Q2	$319K	Buy	+3,094	New	+$309K	0.05%	299

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TAIM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Strategic Blueprint's BLV Position: Q2 2023 in Review

Strategic Blueprint sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2023, closing a stake of 3,010 shares — an estimated $231K sold.

Strategic Blueprint first reported a position in BLV in Q2 2021 and held it in 6 quarters. The position peaked at $431K in Q3 2021. 306 funds tracked by Wall St. Rank hold BLV as of Q2 2023.

Strategic Blueprint reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Strategic Blueprint sold 3,010 Vanguard Long-Term Bond ETF shares in Q2 2023, an estimated $231K.
Strategic Blueprint first reported a position in Vanguard Long-Term Bond ETF in Q2 2021 and held it in 6 quarters.
Strategic Blueprint's Vanguard Long-Term Bond ETF position peaked at $431K in Q3 2021.
306 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2023.

Based on Strategic Blueprint's 13F filing for Q2 2023, filed 18 Oct 2023.