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Aureum Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Aureum Wealth Management’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 		– Sell
-11,967
Closed -$832K – 61
2025
Q4 		$832K Buy
+11,967
New +$847K 0.77% 32

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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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aureum Wealth Management's BLV Position: Q1 2026 in Review

Aureum Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 11,967 shares — an estimated $832K sold.

Aureum Wealth Management first reported a position in BLV in Q4 2025 and held it in 1 quarter. The position peaked at $832K in Q4 2025. 410 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Aureum Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Aureum Wealth Management sold 11,967 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $832K.
  • Aureum Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and held it in 1 quarter.
  • Aureum Wealth Management's Vanguard Long-Term Bond ETF position peaked at $832K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Aureum Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.