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 Q2	$951K	Sell	13,794 -2,429	-15%	-$167K	0.02%	494
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 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

Atomi Financial Group's BLV Position: Q2 2026 in Review

Atomi Financial Group reduced its Vanguard Long-Term Bond ETF (BLV) stake by 15% in Q2 2026, selling an estimated $167K and leaving 13,794 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #494.

Atomi Financial Group first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q1 2026. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Atomi Financial Group held 13,794 shares of Vanguard Long-Term Bond ETF worth $951K as of Q2 2026.
Atomi Financial Group sold 2,429 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $167K.
Vanguard Long-Term Bond ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #494 holding.
Atomi Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Atomi Financial Group's Vanguard Long-Term Bond ETF position peaked at $1.12M in Q1 2026.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.