Arcadia Wealth Management (New Hampshire)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$4.37M	Buy	63,571 +4,311	+7%	+$301K	1.58%	17
2025 Q4	$4.12M	Buy	59,260 +693	+1%	+$49K	1.53%	19
2025 Q3	$4.15M	Sell	58,567 -118	-0.2%	-$8.19K	1.65%	19
2025 Q2	$4.08M	Buy	58,685 +3,465	+6%	+$236K	1.78%	16
2025 Q1	$3.89M	Buy	55,220 +5,545	+11%	+$385K	1.92%	16
2024 Q4	$3.4M	Buy	49,675 +2,244	+5%	+$160K	1.72%	15
2024 Q3	$3.57M	Buy	47,431 +4,874	+11%	+$358K	1.88%	13
2024 Q2	$2.99M	Buy	42,557 +7,923	+23%	+$555K	1.71%	16
2024 Q1	$2.51M	Buy	34,634 +3,844	+12%	+$277K	1.54%	17
2023 Q4	$2.3M	Buy	30,790 +2,475	+9%	+$170K	1.59%	16
2023 Q3	$1.9M	Buy	28,315 +2,512	+10%	+$179K	1.48%	17
2023 Q2	$1.93M	Buy	+25,803	New	+$1.94M	1.43%	16

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

Arcadia Wealth Management (New Hampshire)'s BLV Position: Q1 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its Vanguard Long-Term Bond ETF (BLV) stake by 7.3% in Q1 2026, buying an estimated $301K and bringing the position to 63,571 shares worth $4.37M. The position accounts for 1.58% of the portfolio, ranked #17.

Arcadia Wealth Management (New Hampshire) first reported a position in BLV in Q2 2023 and has held it in 12 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Arcadia Wealth Management (New Hampshire) held 63,571 shares of Vanguard Long-Term Bond ETF worth $4.37M as of Q1 2026.
Arcadia Wealth Management (New Hampshire) bought 4,311 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $301K.
Vanguard Long-Term Bond ETF made up 1.58% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q1 2026, its #17 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 12 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q1 2026, filed 27 Apr 2026.