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

Axxcess 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	$646K	Buy	+9,378	New	+$643K	0.01%	641
2026 Q1	–	Sell	-8,553	Closed	-$595K	–	446
2025 Q4	$595K	Buy	8,553 +5,573	+187%	+$394K	0.01%	644
2025 Q3	$211K	Buy	+2,980	New	+$207K	﹤0.01%	874

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2026: 9,378 shares worth $646K. The stake represents 0.01% of the portfolio and ranks #641 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BLV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BLV in Q3 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Axxcess Wealth Management held 9,378 shares of Vanguard Long-Term Bond ETF worth $646K as of Q2 2026.
Vanguard Long-Term Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
Vanguard Long-Term Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #641 holding.
Axxcess Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.