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

Avior 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 Q2	$513K	Sell	7,444 -30,062	-80%	-$2.06M	0.01%	510
2026 Q1	$2.58M	Buy	37,506 +31,048	+481%	+$2.17M	0.07%	210
2025 Q4	$449K	Hold	6,458	–	–	0.01%	490
2025 Q3	$458K	Sell	6,458 -34	-0.5%	-$2.36K	0.01%	468
2025 Q2	$451K	Sell	6,492 -1,760	-21%	-$120K	0.02%	455
2025 Q1	$581K	Hold	8,252	–	–	0.02%	365
2024 Q4	$565K	Buy	8,252 +6,390	+343%	+$456K	0.02%	412
2024 Q3	$140K	Buy	1,862 +1,805	+3,167%	+$133K	0.01%	788
2024 Q2	$4.01K	Sell	57 -75	-57%	-$5.25K	﹤0.01%	1788
2024 Q1	$9.62K	Buy	132 +75	+132%	+$5.41K	﹤0.01%	1890
2023 Q4	$4.25K	Hold	57	–	–	﹤0.01%	1190
2023 Q3	$3.82K	Buy	+57	New	+$4.06K	﹤0.01%	1269
2023 Q2	–	Sell	-3	Closed	-$225	–	1544
2023 Q1	$271	Buy	+3	New	+$227	﹤0.01%	1551
2022 Q4	–	Hold	0	–	–	–	1262

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

Avior Wealth Management's BLV Position: Q2 2026 in Review

Avior Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 80% in Q2 2026, selling an estimated $2.06M and leaving 7,444 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #510.

Avior Wealth Management first reported a position in BLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.58M in Q1 2026. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Avior Wealth Management held 7,444 shares of Vanguard Long-Term Bond ETF worth $513K as of Q2 2026.
Avior Wealth Management sold 30,062 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $2.06M.
Vanguard Long-Term Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #510 holding.
Avior Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and has held it in 13 quarters since.
Avior Wealth Management's Vanguard Long-Term Bond ETF position peaked at $2.58M in Q1 2026.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.