AWS
BLV icon

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

Atria Wealth Solutions’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
2025
Q2 		$4.78M Sell
68,817
-181,375
-72% -$12.4M 0.11% 219
2025
Q1 		$17.6M Sell
250,192
-2,935
-1% -$204K 0.21% 100
2024
Q4 		$17.3M Sell
253,127
-28,382
-10% -$2.03M 0.19% 110
2024
Q3 		$21.2M Buy
281,509
+37,902
+16% +$2.79M 0.23% 93
2024
Q2 		$17.1M Sell
243,607
-4,716
-2% -$330K 0.19% 109
2024
Q1 		$18M Sell
248,323
-35,951
-13% -$2.59M 0.2% 105
2023
Q4 		$21.2M Buy
284,274
+55,460
+24% +$3.8M 0.27% 77
2023
Q3 		$15.3M Sell
228,814
-74,166
-24% -$5.29M 0.21% 103
2023
Q2 		$22.7M Buy
302,980
+36,240
+14% +$2.72M 0.31% 69
2023
Q1 		$20.4M Sell
266,740
-96,480
-27% -$7.29M 0.3% 73
2022
Q4 		$26.3M Buy
363,220
+121,566
+50% +$8.8M 0.42% 40
2022
Q3 		$17.4M Buy
241,654
+2,637
+1% +$209K 0.3% 74
2022
Q2 		$19.1M Sell
239,017
-1,063
-0.4% -$87.5K 0.36% 68
2022
Q1 		$22M Buy
+240,080
New +$22.9M 0.37% 48

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atria Wealth Solutions's BLV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Long-Term Bond ETF (BLV) stake by 72% in Q2 2025, selling an estimated $12.4M and leaving 68,817 shares worth $4.78M. The position accounts for 0.11% of the portfolio, ranked #219.

Atria Wealth Solutions first reported a position in BLV in Q1 2022 and has held it in 14 quarters since. The position peaked at $26.3M in Q4 2022. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

  • Atria Wealth Solutions held 68,817 shares of Vanguard Long-Term Bond ETF worth $4.78M as of Q2 2025.
  • Atria Wealth Solutions sold 181,375 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $12.4M.
  • Vanguard Long-Term Bond ETF made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #219 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Long-Term Bond ETF position peaked at $26.3M in Q4 2022.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.