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Atria Investments’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Atria Investments’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 		$9.51M Sell
138,313
-568
-0.4% -$39.7K 0.11% 206
2025
Q4 		$9.66M Buy
138,881
+1,847
+1% +$131K 0.11% 202
2025
Q3 		$9.71M Buy
137,034
+16,966
+14% +$1.18M 0.11% 196
2025
Q2 		$8.35M Buy
120,068
+27,777
+30% +$1.89M 0.1% 234
2025
Q1 		$6.5M Buy
92,291
+8,773
+11% +$609K 0.08% 280
2024
Q4 		$5.72M Sell
83,518
-19,920
-19% -$1.42M 0.07% 310
2024
Q3 		$7.78M Buy
103,438
+3,289
+3% +$242K 0.1% 237
2024
Q2 		$7.04M Sell
100,149
-674
-0.7% -$47.2K 0.09% 249
2024
Q1 		$7.29M Sell
100,823
-7,451
-7% -$538K 0.1% 242
2023
Q4 		$8.08M Buy
108,274
+23,744
+28% +$1.63M 0.13% 198
2023
Q3 		$5.67M Sell
84,530
-31,701
-27% -$2.26M 0.1% 249
2023
Q2 		$8.71M Buy
116,231
+38,744
+50% +$2.91M 0.16% 152
2023
Q1 		$5.94M Buy
77,487
+952
+1% +$72K 0.11% 219
2022
Q4 		$5.54M Sell
76,535
-5,442
-7% -$394K 0.11% 224
2022
Q3 		$5.9M Sell
81,977
-4,450
-5% -$352K 0.13% 193
2022
Q2 		$6.89M Sell
86,427
-16,243
-16% -$1.34M 0.14% 178
2022
Q1 		$9.41M Sell
102,670
-24,131
-19% -$2.3M 0.16% 153
2021
Q4 		$13.1M Buy
126,801
+9,773
+8% +$1.01M 0.23% 102
2021
Q3 		$12M Buy
117,028
+15,740
+16% +$1.65M 0.22% 104
2021
Q2 		$10.4M Buy
101,288
+9,530
+10% +$953K 0.2% 114
2021
Q1 		$9.01M Buy
91,758
+10,619
+13% +$1.09M 0.2% 117
2020
Q4 		$8.9M Buy
81,139
+11,833
+17% +$1.32M 0.21% 116
2020
Q3 		$7.75M Buy
69,306
+6,506
+10% +$741K 0.24% 101
2020
Q2 		$7.01M Buy
+62,800
New +$6.86M 0.24% 101
2020
Q1 		– Sell
-56,290
Closed -$5.65M – 619
2019
Q4 		$5.65M Buy
56,290
+7,439
+15% +$754K 0.15% 144
2019
Q3 		$5.02M Buy
48,851
+5,345
+12% +$537K 0.18% 113
2019
Q2 		$4.49M Buy
43,506
+594
+1% +$55.1K 0.17% 120
2019
Q1 		$3.95M Sell
42,912
-17,478
-29% -$1.55M 0.17% 114
2018
Q4 		$5.29M Buy
60,390
+34,083
+130% +$2.91M 0.23% 70
2018
Q3 		$2.3M Buy
26,307
+1,972
+8% +$175K 0.09% 197
2018
Q2 		$2.16M Sell
24,335
-10,158
-29% -$899K 0.09% 223
2018
Q1 		$3.14M Sell
34,493
-867
-2% -$79K 0.15% 130
2017
Q4 		$3.36M Sell
35,360
-1,616
-4% -$152K 0.17% 125
2017
Q3 		$3.47M Buy
36,976
+8,623
+30% +$807K 0.19% 97
2017
Q2 		$2.64M Sell
28,353
-13,407
-32% -$1.23M 0.16% 139
2017
Q1 		$3.76M Buy
41,760
+3,729
+10% +$334K 0.24% 75
2016
Q4 		$3.39M Sell
38,031
-5,730
-13% -$527K 0.26% 66
2016
Q3 		$4.32M Buy
43,761
+30,098
+220% +$2.98M 0.4% 43
2016
Q2 		$1.38M Buy
13,663
+11,438
+514% +$1.08M 0.15% 122
2016
Q1 		$207K Buy
+2,225
New +$200K 0.02% 410

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

Atria Investments's BLV Position: Q1 2026 in Review

Atria Investments reduced its Vanguard Long-Term Bond ETF (BLV) stake by 0.41% in Q1 2026, selling an estimated $39.7K and leaving 138,313 shares worth $9.51M. The position accounts for 0.11% of the portfolio, ranked #206.

Atria Investments first reported a position in BLV in Q1 2016 and has held it in 40 quarters since. The position peaked at $13.1M in Q4 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Atria Investments held 138,313 shares of Vanguard Long-Term Bond ETF worth $9.51M as of Q1 2026.
  • Atria Investments sold 568 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $39.7K.
  • Vanguard Long-Term Bond ETF made up 0.11% of Atria Investments's portfolio in Q1 2026, its #206 holding.
  • Atria Investments first reported a position in Vanguard Long-Term Bond ETF in Q1 2016 and has held it in 40 quarters since.
  • Atria Investments's Vanguard Long-Term Bond ETF position peaked at $13.1M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.