SB
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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return