Ameritas Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Ameritas Advisory 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 Q1	$7.59M	Sell	110,414 -39,169	-26%	-$2.73M	0.29%	85
2025 Q4	$10.4M	Buy	149,583 +149,004	+25,735%	+$10.5M	0.39%	64
2025 Q3	$41.1K	Sell	579 -7,936	-93%	-$551K	﹤0.01%	1160
2025 Q2	$592K	Buy	8,515 +2,617	+44%	+$178K	0.03%	464
2025 Q1	$412K	Buy	5,898 +412	+8%	+$28.6K	0.02%	615
2024 Q4	$375K	Buy	5,486 +1,848	+51%	+$132K	0.01%	663
2024 Q3	$273K	Sell	3,638 -1,591	-30%	-$117K	0.01%	709
2024 Q2	$368K	Sell	5,229 -198	-4%	-$13.9K	0.01%	675
2024 Q1	$386K	Sell	5,427 -186,424	-97%	-$13.5M	0.02%	624
2023 Q4	$14.3M	Buy	+191,851	New	+$13.1M	0.79%	28
2023 Q2	–	Sell	-3,441	Closed	-$263K	–	769
2023 Q1	$263K	Sell	3,441 -72	-2%	-$5.44K	0.01%	679
2022 Q4	$254K	Buy	+3,513	New	+$254K	0.01%	757
2022 Q2	–	Sell	-9,669	Closed	-$887K	–	801
2022 Q1	$887K	Sell	9,669 -297,541	-97%	-$28.4M	0.03%	359
2021 Q4	$31.6M	Buy	+307,210	New	+$31.8M	1.16%	20

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 $21.9B AUM 68.6% 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

Ameritas Advisory Services's BLV Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Vanguard Long-Term Bond ETF (BLV) stake by 26% in Q1 2026, selling an estimated $2.73M and leaving 110,414 shares worth $7.59M. The position accounts for 0.29% of the portfolio, ranked #85.

Ameritas Advisory Services first reported a position in BLV in Q4 2021 and has held it in 14 quarters since. The position peaked at $31.6M in Q4 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Ameritas Advisory Services held 110,414 shares of Vanguard Long-Term Bond ETF worth $7.59M as of Q1 2026.
Ameritas Advisory Services sold 39,169 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $2.73M.
Vanguard Long-Term Bond ETF made up 0.29% of Ameritas Advisory Services's portfolio in Q1 2026, its #85 holding.
Ameritas Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 14 quarters since.
Ameritas Advisory Services's Vanguard Long-Term Bond ETF position peaked at $31.6M in Q4 2021.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.