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

Avion Wealth’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
Q4 		– Sell
-47
Closed -$3K – 1252
2025
Q3 		$3K Buy
+47
New +$3.26K ﹤0.01% 725

Other funds holding BLV

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LPL Financial
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avion Wealth's BLV Position: Q4 2025 in Review

Avion Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 47 shares — an estimated $3K sold.

Avion Wealth first reported a position in BLV in Q3 2025 and held it in 1 quarter. The position peaked at $3K in Q3 2025. 410 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

  • Avion Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Avion Wealth sold 47 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $3K.
  • Avion Wealth first reported a position in Vanguard Long-Term Bond ETF in Q3 2025 and held it in 1 quarter.
  • Avion Wealth's Vanguard Long-Term Bond ETF position peaked at $3K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.