Arkadios Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Arkadios Wealth Advisors’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	$868K	Sell	12,590 -39	-0.3%	-$2.67K	0.01%	865
2026 Q1	$869K	Buy	12,629 +843	+7%	+$58.9K	0.01%	858
2025 Q4	$819K	Buy	11,786 +891	+8%	+$63K	0.02%	785
2025 Q3	$772K	Buy	10,895 +378	+4%	+$26.2K	0.02%	754
2025 Q2	$731K	Buy	10,517 +1,464	+16%	+$99.8K	0.02%	705
2025 Q1	$638K	Buy	+9,053	New	+$628K	0.02%	619
2024 Q2	–	Sell	-3,371	Closed	-$244K	–	866
2024 Q1	$244K	Sell	3,371 -116	-3%	-$8.37K	0.02%	598
2023 Q4	$260K	Sell	3,487 -193	-5%	-$13.2K	0.02%	567
2023 Q3	$247K	Buy	+3,680	New	+$262K	0.02%	555
2021 Q4	–	Sell	-1,508	Closed	-$154K	–	724
2021 Q3	$154K	Sell	1,508 -94	-6%	-$9.87K	0.02%	574
2021 Q2	$165K	Buy	1,602 +35	+2%	+$3.5K	0.02%	585
2021 Q1	$153K	Buy	1,567 +579	+59%	+$59.4K	0.03%	449
2020 Q4	$108K	Buy	+988	New	+$110K	0.02%	425

Other funds holding BLV

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

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arkadios Wealth Advisors's BLV Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 0.31% in Q2 2026, selling an estimated $2.67K and leaving 12,590 shares worth $868K. The position accounts for 0.01% of the portfolio, ranked #865.

Arkadios Wealth Advisors first reported a position in BLV in Q4 2020 and has held it in 13 quarters since. The position peaked at $869K in Q1 2026. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Arkadios Wealth Advisors held 12,590 shares of Vanguard Long-Term Bond ETF worth $868K as of Q2 2026.
Arkadios Wealth Advisors sold 39 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $2.67K.
Vanguard Long-Term Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #865 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 13 quarters since.
Arkadios Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $869K in Q1 2026.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.