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Advocate Investing Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Advocate Investing Services’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
Q2 		$3.52K Hold
51
– – ﹤0.01% 355
2026
Q1 		$3.51K Hold
51
– – ﹤0.01% 328
2025
Q4 		$3.55K Buy
+51
New +$3.61K ﹤0.01% 304

Other funds holding BLV

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LPL Financial
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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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 $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advocate Investing Services's BLV Position: Q2 2026 in Review

Advocate Investing Services held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 51 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Advocate Investing Services first reported a position in BLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.55K in Q4 2025. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Advocate Investing Services held 51 shares of Vanguard Long-Term Bond ETF worth $3.52K as of Q2 2026.
  • Advocate Investing Services left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #355 holding.
  • Advocate Investing Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Vanguard Long-Term Bond ETF position peaked at $3.55K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.