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

Strategic Financial Concepts’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
Q3 		– Sell
-119,288
Closed -$59.9K – 301
2024
Q2 		$59.9K Buy
+119,288
New +$8.35M 0.03% 228

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Financial Concepts's BLV Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 119,288 shares — an estimated $59.9K sold.

Strategic Financial Concepts first reported a position in BLV in Q2 2024 and held it in 1 quarter. The position peaked at $59.9K in Q2 2024. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 119,288 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $59.9K.
  • Strategic Financial Concepts first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Vanguard Long-Term Bond ETF position peaked at $59.9K in Q2 2024.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.