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

AE 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
2026 Q1	$2.18M	Buy	31,642 +1,464	+5%	+$102K	0.01%	623
2025 Q4	$2.1M	Buy	30,178 +3,462	+13%	+$245K	0.01%	588
2025 Q3	$1.89M	Buy	26,716 +1,591	+6%	+$110K	0.01%	583
2025 Q2	$1.75M	Buy	25,125 +95	+0.4%	+$6.48K	0.01%	564
2025 Q1	$1.76M	Sell	25,030 -3,021	-11%	-$210K	0.01%	557
2024 Q4	$1.92M	Buy	28,051 +1,908	+7%	+$136K	0.02%	532
2024 Q3	$1.97M	Buy	26,143 +5,026	+24%	+$369K	0.02%	540
2024 Q2	$1.48M	Buy	21,117 +493	+2%	+$34.5K	0.01%	602
2024 Q1	$1.49M	Sell	20,624 -84,343	-80%	-$6.09M	0.02%	564
2023 Q4	$7.56M	Buy	104,967 +16,855	+19%	+$1.15M	0.04%	469
2023 Q3	$5.91M	Sell	88,112 -5,218	-6%	-$372K	0.04%	504
2023 Q2	$6.99M	Buy	93,330 +16,311	+21%	+$1.22M	0.04%	453
2023 Q1	$5.9M	Buy	77,019 +3,039	+4%	+$230K	0.04%	465
2022 Q4	$5.36M	Sell	73,980 -7,483	-9%	-$542K	0.04%	463
2022 Q3	$5.86M	Sell	81,463 -20,975	-20%	-$1.66M	0.05%	395
2022 Q2	$8.17M	Sell	102,438 -2,137	-2%	-$176K	0.07%	315
2022 Q1	$9.59M	Sell	104,575 -19,409	-16%	-$1.85M	0.07%	292
2021 Q4	$12.8M	Buy	123,984 +23,944	+24%	+$2.47M	0.09%	221
2021 Q3	$10.2M	Buy	100,040 +5,966	+6%	+$626K	0.08%	235
2021 Q2	$9.69M	Buy	94,074 +11,403	+14%	+$1.14M	0.08%	227
2021 Q1	$8.11M	Buy	82,671 +10,948	+15%	+$1.12M	0.08%	236
2020 Q4	$7.86M	Buy	71,723 +8,844	+14%	+$985K	0.09%	217
2020 Q3	$7.03M	Buy	62,879 +8,221	+15%	+$936K	0.1%	185
2020 Q2	$6.1M	Buy	54,658 +23,694	+77%	+$2.59M	0.09%	199
2020 Q1	$3.3M	Buy	30,964 +4,258	+16%	+$445K	0.08%	224
2019 Q4	$2.68M	Buy	26,706 +7,797	+41%	+$790K	0.06%	281
2019 Q3	$1.94M	Buy	18,909 +7,299	+63%	+$733K	0.06%	285
2019 Q2	$1.13M	Buy	11,610 +1,941	+20%	+$180K	0.03%	373
2019 Q1	$891K	Buy	9,669 +3,697	+62%	+$328K	0.06%	226
2018 Q4	$523K	Sell	5,972 -741	-11%	-$63.2K	0.09%	235
2018 Q3	$587K	Buy	6,713 +1,051	+19%	+$93K	0.03%	292
2018 Q2	$502K	Buy	+5,662	New	+$501K	0.03%	258
2018 Q1	–	Sell	-2,892	Closed	-$275K	–	455
2017 Q4	$275K	Buy	+2,892	New	+$272K	0.02%	337
2017 Q3	–	Sell	-2,864	Closed	-$267K	–	402
2017 Q2	$267K	Buy	+2,864	New	+$263K	0.03%	314

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $14.1B AUM 25.71% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's BLV Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 4.9% in Q1 2026, buying an estimated $102K and bringing the position to 31,642 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #623.

AE Wealth Management first reported a position in BLV in Q2 2017 and has held it in 34 quarters since. The position peaked at $12.8M in Q4 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

AE Wealth Management held 31,642 shares of Vanguard Long-Term Bond ETF worth $2.18M as of Q1 2026.
AE Wealth Management bought 1,464 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $102K.
Vanguard Long-Term Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #623 holding.
AE Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2017 and has held it in 34 quarters since.
AE Wealth Management's Vanguard Long-Term Bond ETF position peaked at $12.8M in Q4 2021.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.