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

Surevest’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 		$1M Sell
13,947
-6,432
-32% -$509K 0.27% 88
2022
Q2 		$1.63M Sell
20,379
-31
-0.2% -$2.55K 0.43% 80
2022
Q1 		$1.87M Buy
20,410
+19,685
+2,715% +$1.88M 0.45% 78
2021
Q4 		$75K Buy
+725
New +$74.9K 0.02% 162

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
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Surevest's BLV Position: Q3 2022 in Review

Surevest reduced its Vanguard Long-Term Bond ETF (BLV) stake by 32% in Q3 2022, selling an estimated $509K and leaving 13,947 shares worth $1M. The position accounts for 0.27% of the portfolio, ranked #88.

Surevest first reported a position in BLV in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.87M in Q1 2022. 250 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

  • Surevest held 13,947 shares of Vanguard Long-Term Bond ETF worth $1M as of Q3 2022.
  • Surevest sold 6,432 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $509K.
  • Vanguard Long-Term Bond ETF made up 0.27% of Surevest's portfolio in Q3 2022, its #88 holding.
  • Surevest first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Vanguard Long-Term Bond ETF position peaked at $1.87M in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.