AWA
BLV icon

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arkadios Wealth Advisors's BLV Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 7.2% in Q1 2026, buying an estimated $58.9K and bringing the position to 12,629 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #858.

Arkadios Wealth Advisors first reported a position in BLV in Q4 2020 and has held it in 12 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Arkadios Wealth Advisors held 12,629 shares of Vanguard Long-Term Bond ETF worth $869K as of Q1 2026.
  • Arkadios Wealth Advisors bought 843 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $58.9K.
  • Vanguard Long-Term Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #858 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 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 Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.