Your Advocates Ltd’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Your Advocates Ltd’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 Q4	–	Sell	-38	Closed	-$2.55K	–	241
2023 Q3	$2.55K	Buy	+38	New	+$2.71K	﹤0.01%	184
2020 Q4	–	Sell	-18	Closed	-$2K	–	140
2020 Q3	$2K	Buy	+18	New	+$2.05K	﹤0.01%	119

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Your Advocates Ltd's BLV Position: Q4 2023 in Review

Your Advocates Ltd sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2023, closing a stake of 38 shares — an estimated $2.55K sold.

Your Advocates Ltd first reported a position in BLV in Q3 2020 and held it in 2 quarters. The position peaked at $2.55K in Q3 2023. 365 funds tracked by Wall St. Rank hold BLV as of Q4 2023.

Your Advocates Ltd reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 38 Vanguard Long-Term Bond ETF shares in Q4 2023, an estimated $2.55K.
Your Advocates Ltd first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 2 quarters.
Your Advocates Ltd's Vanguard Long-Term Bond ETF position peaked at $2.55K in Q3 2023.
365 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.