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

TRUADVICE’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
2023 Q2	–	Sell	-3,063	Closed	-$236K	–	263
2023 Q1	$236K	Buy	+3,063	New	+$232K	0.09%	231
2021 Q3	–	Sell	-11,745	Closed	-$1.24M	–	137
2021 Q2	$1.24M	Buy	11,745 +7,203	+159%	+$720K	0.27%	91
2021 Q1	$450K	Buy	4,542 +225	+5%	+$23.1K	0.13%	144
2020 Q4	$464K	Buy	4,317 +1,109	+35%	+$123K	0.14%	147
2020 Q3	$353K	Buy	+3,208	New	+$365K	0.14%	135

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TAIM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TRUADVICE's BLV Position: Q2 2023 in Review

TRUADVICE sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2023, closing a stake of 3,063 shares — an estimated $236K sold.

TRUADVICE first reported a position in BLV in Q3 2020 and held it in 5 quarters. The position peaked at $1.24M in Q2 2021. 307 funds tracked by Wall St. Rank hold BLV as of Q2 2023.

TRUADVICE reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
TRUADVICE sold 3,063 Vanguard Long-Term Bond ETF shares in Q2 2023, an estimated $236K.
TRUADVICE first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 5 quarters.
TRUADVICE's Vanguard Long-Term Bond ETF position peaked at $1.24M in Q2 2021.
307 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2023.

Based on TRUADVICE's 13F filing for Q2 2023, filed 11 Aug 2023.