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

SVB Wealth’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 Q2	–	Sell	-25	Closed	-$2K	–	767
2022 Q1	$2K	Buy	+25	New	+$2.38K	﹤0.01%	793

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

LNC

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

TAIM

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

SVB Wealth's BLV Position: Q2 2022 in Review

SVB Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 25 shares — an estimated $2K sold.

SVB Wealth first reported a position in BLV in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

SVB Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 25 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $2K.
SVB Wealth first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 1 quarter.
SVB Wealth's Vanguard Long-Term Bond ETF position peaked at $2K in Q1 2022.
256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.