Valley National Advisers’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-13	Closed	–	–	893
2022 Q4	$0	Hold	13	–	–	﹤0.01%	849
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	816
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	800
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	829
2021 Q4	$1K	Buy	+13	New	+$1.34K	﹤0.01%	830

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LNC

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

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

TAIM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valley National Advisers's BLV Position: Q1 2023 in Review

Valley National Advisers sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 13 shares.

Valley National Advisers first reported a position in BLV in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 279 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

Valley National Advisers reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Valley National Advisers sold 13 Vanguard Long-Term Bond ETF shares in Q1 2023.
Valley National Advisers first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 5 quarters.
Valley National Advisers's Vanguard Long-Term Bond ETF position peaked at $1K in Q3 2022.
279 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Valley National Advisers's 13F filing for Q1 2023, filed 26 Apr 2023.