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

Allworth 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
Q2 		$88.8K Sell
1,288
-177
-12% -$12.1K ﹤0.01% 2029
2026
Q1 		$101K Sell
1,465
-1,082
-42% -$75.5K ﹤0.01% 1832
2025
Q4 		$177K Buy
2,547
+182
+8% +$12.9K ﹤0.01% 1403
2025
Q3 		$168K Buy
2,365
+465
+24% +$32.3K ﹤0.01% 1394
2025
Q2 		$132K Sell
1,900
-310
-14% -$21.1K ﹤0.01% 1382
2025
Q1 		$152K Sell
2,210
-658
-23% -$45.7K ﹤0.01% 1051
2024
Q4 		$197K Buy
2,868
+1,480
+107% +$106K ﹤0.01% 956
2024
Q3 		$104K Sell
1,388
-28
-2% -$2.06K ﹤0.01% 1070
2024
Q2 		$101K Sell
1,416
-103
-7% -$7.21K ﹤0.01% 1071
2024
Q1 		$110K Sell
1,519
-32
-2% -$2.31K ﹤0.01% 988
2023
Q4 		$116K Sell
1,551
-83
-5% -$5.69K ﹤0.01% 897
2023
Q3 		$110K Sell
1,634
-1,055
-39% -$75.2K ﹤0.01% 850
2023
Q2 		$201K Sell
2,689
-178
-6% -$13.4K ﹤0.01% 700
2023
Q1 		$220K Buy
2,867
+1,148
+67% +$86.8K ﹤0.01% 629
2022
Q4 		$125K Sell
1,719
-1,351
-44% -$97.8K ﹤0.01% 753
2022
Q3 		$221K Buy
3,070
+3,036
+8,929% +$240K ﹤0.01% 572
2022
Q2 		$3K Sell
34
-48
-59% -$3.95K ﹤0.01% 1871
2022
Q1 		$8K Buy
82
+56
+215% +$5.34K ﹤0.01% 1534
2021
Q4 		$3K Sell
26
-55
-68% -$5.68K ﹤0.01% 1634
2021
Q3 		$8K Sell
81
-8
-9% -$840 ﹤0.01% 1397
2021
Q2 		$9K Buy
89
+63
+242% +$6.3K ﹤0.01% 1062
2021
Q1 		$3K Hold
26
– – ﹤0.01% 1219
2020
Q4 		$3K Sell
26
-1,071
-98% -$119K ﹤0.01% 1067
2020
Q3 		$123K Buy
1,097
+1,071
+4,119% +$122K ﹤0.01% 298
2020
Q2 		$3K Hold
26
– – ﹤0.01% 928
2020
Q1 		$3K Hold
26
– – ﹤0.01% 960
2019
Q4 		$3K Hold
26
– – ﹤0.01% 833
2019
Q3 		$3K Hold
26
– – ﹤0.01% 750
2019
Q2 		$3K Buy
+26
New +$2.41K ﹤0.01% 736
2018
Q4 		– Sell
-182
Closed -$16K – 863
2018
Q3 		$16K Buy
182
+122
+203% +$10.8K ﹤0.01% 466
2018
Q2 		$5K Buy
+60
New +$5.31K ﹤0.01% 621

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Allworth Financial's BLV Position: Q2 2026 in Review

Allworth Financial reduced its Vanguard Long-Term Bond ETF (BLV) stake by 12% in Q2 2026, selling an estimated $12.1K and leaving 1,288 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Allworth Financial first reported a position in BLV in Q2 2018 and has held it in 31 quarters since. The position peaked at $221K in Q3 2022. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Allworth Financial held 1,288 shares of Vanguard Long-Term Bond ETF worth $88.8K as of Q2 2026.
  • Allworth Financial sold 177 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $12.1K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2029 holding.
  • Allworth Financial first reported a position in Vanguard Long-Term Bond ETF in Q2 2018 and has held it in 31 quarters since.
  • Allworth Financial's Vanguard Long-Term Bond ETF position peaked at $221K in Q3 2022.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.