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Tyler-Stone Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-62
Closed -$4.36K – 379
2024
Q2 		$4.36K Buy
+62
New +$4.34K ﹤0.01% 781

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 $18.1B AUM 15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Tyler-Stone Wealth Management's BLV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 62 shares — an estimated $4.36K sold.

Tyler-Stone Wealth Management first reported a position in BLV in Q2 2024 and held it in 1 quarter. The position peaked at $4.36K in Q2 2024. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 62 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $4.36K.
  • Tyler-Stone Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Vanguard Long-Term Bond ETF position peaked at $4.36K in Q2 2024.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.