AF
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Advisornet Financial’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Advisornet Financial’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
2026
Q1 		$148K Sell
2,157
-48
-2% -$3.35K 0.01% 692
2025
Q4 		$153K Sell
2,205
-1,159
-34% -$82K 0.01% 676
2025
Q3 		$238K Sell
3,364
-1,677
-33% -$116K 0.01% 547
2025
Q2 		$351K Sell
5,041
-1,815
-26% -$124K 0.02% 444
2025
Q1 		$483K Sell
6,856
-329
-5% -$22.8K 0.04% 358
2024
Q4 		$492K Buy
7,185
+2,409
+50% +$172K 0.04% 317
2024
Q3 		$359K Buy
4,776
+4,227
+770% +$311K 0.03% 392
2024
Q2 		$38.6K Buy
549
+154
+39% +$10.8K ﹤0.01% 902
2024
Q1 		$28.5K Buy
395
+83
+27% +$5.99K ﹤0.01% 981
2023
Q4 		$23.3K Buy
312
+4
+1% +$274 ﹤0.01% 1035
2023
Q3 		$20.6K Buy
308
+4
+1% +$285 ﹤0.01% 1020
2023
Q2 		$22.8K Buy
304
+3
+1% +$225 ﹤0.01% 1041
2023
Q1 		$23.1K Buy
301
+151
+101% +$11.4K ﹤0.01% 1027
2022
Q4 		$10.9K Buy
+150
New +$10.9K ﹤0.01% 1270
2021
Q4 		– Sell
-47
Closed -$5K – 2028
2021
Q3 		$5K Buy
+47
New +$4.93K ﹤0.01% 1604
2021
Q1 		– Sell
-329
Closed -$36K – 1755
2020
Q4 		$36K Sell
329
-72
-18% -$8.02K ﹤0.01% 964
2020
Q3 		$45K Buy
401
+72
+22% +$8.2K ﹤0.01% 877
2020
Q2 		$37K Sell
329
-992
-75% -$108K ﹤0.01% 931
2020
Q1 		$141K Hold
1,321
– – 0.01% 534
2019
Q4 		$133K Buy
1,321
+770
+140% +$78K 0.01% 606
2019
Q3 		$57K Sell
551
-385
-41% -$38.7K 0.01% 851
2019
Q2 		$91K Buy
+936
New +$86.9K 0.01% 640
2018
Q4 		– Sell
-7
Closed -$1K – 1470
2018
Q3 		$1K Sell
7
-14
-67% -$1.24K ﹤0.01% 1396
2018
Q2 		$2K Buy
21
+3
+17% +$266 ﹤0.01% 1368
2018
Q1 		$2K Hold
18
– – ﹤0.01% 1298
2017
Q4 		$2K Buy
+18
New +$1.69K ﹤0.01% 1169

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisornet Financial's BLV Position: Q1 2026 in Review

Advisornet Financial reduced its Vanguard Long-Term Bond ETF (BLV) stake by 2.2% in Q1 2026, selling an estimated $3.35K and leaving 2,157 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #692.

Advisornet Financial first reported a position in BLV in Q4 2017 and has held it in 26 quarters since. The position peaked at $492K in Q4 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Advisornet Financial held 2,157 shares of Vanguard Long-Term Bond ETF worth $148K as of Q1 2026.
  • Advisornet Financial sold 48 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $3.35K.
  • Vanguard Long-Term Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #692 holding.
  • Advisornet Financial first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • Advisornet Financial's Vanguard Long-Term Bond ETF position peaked at $492K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.