SWM
BLV icon

Sugarloaf Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$45.6K Sell
666
-346
-34% -$24.7K 0.01% 305
2024
Q3 		$76.1K Buy
1,012
+193
+24% +$14.2K 0.01% 265
2024
Q2 		$57.6K Buy
819
+229
+39% +$16K 0.01% 283
2024
Q1 		$42.7K Buy
590
+258
+78% +$18.6K 0.01% 313
2023
Q4 		$24.8K Buy
+332
New +$22.8K 0.01% 365

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Sugarloaf Wealth Management's BLV Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 34% in Q4 2024, selling an estimated $24.7K and leaving 666 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #305.

Sugarloaf Wealth Management first reported a position in BLV in Q4 2023 and has held it in 5 quarters since. The position peaked at $76.1K in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

  • Sugarloaf Wealth Management held 666 shares of Vanguard Long-Term Bond ETF worth $45.6K as of Q4 2024.
  • Sugarloaf Wealth Management sold 346 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $24.7K.
  • Vanguard Long-Term Bond ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #305 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Sugarloaf Wealth Management's Vanguard Long-Term Bond ETF position peaked at $76.1K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.