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 Q3	$6.88M	Sell	109,719 -84,869	-44%	-$5.61M	0.13%	156
2026 Q2	$13.4M	Buy	194,588 +84,174	+76%	+$5.77M	0.27%	87
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Ameritas Advisory Services's BLV Position: Q3 2026 in Review

Ameritas Advisory Services reduced its Vanguard Long-Term Bond ETF (BLV) stake by 44% in Q3 2026, selling an estimated $5.61M and leaving 109,719 shares worth $6.88M. The position accounts for 0.13% of the portfolio, ranked #156.

Ameritas Advisory Services first reported a position in BLV in Q4 2021 and has held it in 16 quarters since. The position peaked at $31.6M in Q4 2021. 299 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

Ameritas Advisory Services held 109,719 shares of Vanguard Long-Term Bond ETF worth $6.88M as of Q3 2026.
Ameritas Advisory Services sold 84,869 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $5.61M.
Vanguard Long-Term Bond ETF made up 0.13% of Ameritas Advisory Services's portfolio in Q3 2026, its #156 holding.
Ameritas Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's Vanguard Long-Term Bond ETF position peaked at $31.6M in Q4 2021.
299 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.