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Atomi Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Atomi Financial Group’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 		$1.12M Buy
16,223
+1,286
+9% +$89.8K 0.03% 400
2025
Q4 		$1.04M Buy
14,937
+1,273
+9% +$90.1K 0.03% 396
2025
Q3 		$968K Buy
13,664
+1,249
+10% +$86.7K 0.03% 389
2025
Q2 		$863K Buy
12,415
+515
+4% +$35.1K 0.03% 385
2025
Q1 		$838K Buy
11,900
+2,986
+33% +$207K 0.04% 359
2024
Q4 		$610K Buy
+8,914
New +$636K 0.03% 404

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 $21.9B AUM 68.6% 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

Atomi Financial Group's BLV Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 8.6% in Q1 2026, buying an estimated $89.8K and bringing the position to 16,223 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #400.

Atomi Financial Group first reported a position in BLV in Q4 2024 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Atomi Financial Group held 16,223 shares of Vanguard Long-Term Bond ETF worth $1.12M as of Q1 2026.
  • Atomi Financial Group bought 1,286 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $89.8K.
  • Vanguard Long-Term Bond ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #400 holding.
  • Atomi Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.