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Turtle Creek Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-41
Closed -$3.06K – 278
2023
Q4 		$3.06K Buy
+41
New +$2.81K ﹤0.01% 715

Other funds holding BLV

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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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Turtle Creek Wealth Advisors's BLV Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 41 shares — an estimated $3.06K sold.

Turtle Creek Wealth Advisors first reported a position in BLV in Q4 2023 and held it in 1 quarter. The position peaked at $3.06K in Q4 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 41 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $3.06K.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $3.06K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.