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

Tempus Wealth Planning’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
Q4 		– Sell
-4,410
Closed -$317K – 185
2022
Q3 		$317K Buy
+4,410
New +$349K 0.21% 127

Other funds holding BLV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Tempus Wealth Planning's BLV Position: Q4 2022 in Review

Tempus Wealth Planning sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2022, closing a stake of 4,410 shares — an estimated $317K sold.

Tempus Wealth Planning first reported a position in BLV in Q3 2022 and held it in 1 quarter. The position peaked at $317K in Q3 2022. 269 funds tracked by Wall St. Rank hold BLV as of Q4 2022.

  • Tempus Wealth Planning reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Tempus Wealth Planning sold 4,410 Vanguard Long-Term Bond ETF shares in Q4 2022, an estimated $317K.
  • Tempus Wealth Planning first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 1 quarter.
  • Tempus Wealth Planning's Vanguard Long-Term Bond ETF position peaked at $317K in Q3 2022.
  • 269 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2022.

Based on Tempus Wealth Planning's 13F filing for Q4 2022, filed 10 Feb 2023.