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Axiom Financial Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Axiom Financial Strategies’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
Q1 		– Sell
-21,274
Closed -$1.46M – 49
2024
Q4 		$1.46M Sell
21,274
-74
-0.3% -$5.28K 0.81% 22
2024
Q3 		$1.6M Sell
21,348
-28,906
-58% -$2.12M 0.85% 22
2024
Q2 		$3.53M Buy
50,254
+382
+0.8% +$26.7K 2.3% 15
2024
Q1 		$3.61M Sell
49,872
-41,200
-45% -$2.97M 2.3% 15
2023
Q4 		$6.79M Sell
91,072
-130
-0.1% -$8.91K 4.41% 9
2023
Q3 		$6.12M Sell
91,202
-17,896
-16% -$1.28M 4.1% 10
2023
Q2 		$8.17M Buy
109,098
+17,091
+19% +$1.28M 4.69% 7
2023
Q1 		$7.05M Buy
92,007
+40,328
+78% +$3.05M 3.92% 9
2022
Q4 		$3.74M Buy
51,679
+957
+2% +$69.3K 2.35% 16
2022
Q3 		$3.65M Buy
50,722
+32,119
+173% +$2.54M 1.94% 15
2022
Q2 		$1.48M Buy
18,603
+4,019
+28% +$331K 0.78% 25
2022
Q1 		$1.19M Buy
14,584
+677
+5% +$64.6K 0.6% 28
2021
Q4 		$1.43M Buy
13,907
+408
+3% +$42.2K 0.65% 26
2021
Q3 		$1.38M Sell
13,499
-16,729
-55% -$1.76M 0.65% 28
2021
Q2 		$3.11M Buy
30,228
+346
+1% +$34.6K 1.44% 19
2021
Q1 		$2.93M Buy
29,882
+7,017
+31% +$720K 1.44% 18
2020
Q4 		$2.56M Hold
22,865
– – 1.54% 19
2020
Q3 		$2.56M Sell
22,865
-1,120
-5% -$128K 1.54% 19
2020
Q2 		$2.68M Buy
23,985
+1,634
+7% +$179K 1.75% 20
2020
Q1 		$2.38M Buy
+22,351
New +$2.33M 1.93% 16

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axiom Financial Strategies's BLV Position: Q1 2025 in Review

Axiom Financial Strategies sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 21,274 shares — an estimated $1.46M sold.

Axiom Financial Strategies first reported a position in BLV in Q1 2020 and held it in 20 quarters. The position peaked at $8.17M in Q2 2023. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Axiom Financial Strategies reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Axiom Financial Strategies sold 21,274 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $1.46M.
  • Axiom Financial Strategies first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and held it in 20 quarters.
  • Axiom Financial Strategies's Vanguard Long-Term Bond ETF position peaked at $8.17M in Q2 2023.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Axiom Financial Strategies's 13F filing for Q1 2025, filed 14 May 2025.