BRWA
BLV icon

B. Riley Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

B. Riley Wealth Advisors’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 		$1.73M Buy
24,907
+532
+2% +$36.5K 0.09% 200
2026
Q1 		$1.67M Buy
24,375
+643
+3% +$44.9K 0.11% 191
2025
Q4 		$1.65M Sell
23,732
-2,422
-9% -$171K 0.08% 240
2025
Q3 		$1.85M Sell
26,154
-1,211
-4% -$84K 0.09% 220
2025
Q2 		$1.9M Buy
+27,365
New +$1.87M 0.09% 221
2024
Q4 		$6.39M Sell
93,422
-13,470
-13% -$961K 0.21% 109
2024
Q3 		$7.98M Buy
106,892
+9,982
+10% +$734K 0.22% 98
2024
Q2 		$6.81M Sell
96,910
-10,989
-10% -$769K 0.17% 123
2024
Q1 		$7.24M Buy
107,899
+13,801
+15% +$996K 0.2% 112
2023
Q4 		$7.02M Sell
94,098
-13,801
-13% -$946K 0.19% 118
2023
Q3 		$7.24M Buy
107,899
+6,786
+7% +$484K 0.2% 112
2023
Q2 		$7.58M Sell
101,113
-434
-0.4% -$32.6K 0.17% 124
2023
Q1 		$7.78M Buy
101,547
+4,671
+5% +$353K 0.21% 108
2022
Q4 		$7.02M Buy
96,876
+4,149
+4% +$300K 0.2% 118
2022
Q3 		$6.67M Buy
92,727
+6,297
+7% +$498K 0.2% 106
2022
Q2 		$6.89M Buy
86,430
+146
+0.2% +$12K 0.29% 78
2022
Q1 		$7.91M Buy
86,284
+6,917
+9% +$660K 0.26% 78
2021
Q4 		$8.17M Buy
79,367
+2,764
+4% +$286K 0.24% 91
2021
Q3 		$7.84M Buy
76,603
+5,460
+8% +$573K 0.25% 84
2021
Q2 		$7.33M Buy
71,143
+3,343
+5% +$334K 0.24% 91
2021
Q1 		$6.66M Sell
67,800
-6,374
-9% -$654K 0.24% 96
2020
Q4 		$8.13M Sell
74,174
-7,866
-10% -$876K 0.44% 51
2020
Q3 		$9.18M Buy
82,040
+4,157
+5% +$473K 0.49% 44
2020
Q2 		$8.7M Buy
77,883
+2,116
+3% +$231K 0.58% 33
2020
Q1 		$8.09M Buy
75,767
+5,110
+7% +$534K 0.69% 28
2019
Q4 		$7.09M Buy
70,657
+7,956
+13% +$806K 0.6% 33
2019
Q3 		$6.44M Buy
62,701
+2,556
+4% +$257K 0.63% 28
2019
Q2 		$5.84M Buy
60,145
+5,398
+10% +$501K 0.64% 34
2019
Q1 		$5.05M Buy
54,747
+625
+1% +$55.4K 0.63% 30
2018
Q4 		$4.74M Sell
54,122
-2,513
-4% -$214K 0.67% 31
2018
Q3 		$4.95M Buy
56,635
+5,253
+10% +$465K 0.59% 35
2018
Q2 		$4.56M Buy
51,382
+1,786
+4% +$158K 0.6% 35
2018
Q1 		$4.51M Buy
49,596
+3,933
+9% +$359K 0.63% 28
2017
Q4 		$4.34M Buy
45,663
+6,549
+17% +$616K 0.59% 34
2017
Q3 		$3.67M Buy
39,114
+5,902
+18% +$553K 0.61% 38
2017
Q2 		$3.1M Sell
33,212
-92
-0.3% -$8.46K 0.56% 40
2017
Q1 		$3M Buy
33,304
+628
+2% +$56.3K 0.6% 39
2016
Q4 		$2.91M Buy
32,676
+71
+0.2% +$6.53K 0.59% 40
2016
Q3 		$3.21M Buy
32,605
+2,140
+7% +$212K 0.63% 28
2016
Q2 		$2.99M Buy
30,465
+3,696
+14% +$349K 0.6% 33
2016
Q1 		$2.49M Sell
26,769
-1,057
-4% -$95K 0.58% 39
2015
Q4 		$2.42M Buy
27,826
+25,418
+1,056% +$2.25M 0.49% 44
2015
Q3 		$216K Buy
+2,408
New +$214K 0.05% 450
2015
Q1 		– Sell
-43
Closed -$4 – 729
2014
Q4 		$4 Buy
+43
New +$3.97K ﹤0.01% 3205

Other funds holding BLV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Envestnet Portfolio Solutions
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
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

B. Riley Wealth Advisors's BLV Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.2% in Q2 2026, buying an estimated $36.5K and bringing the position to 24,907 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #200.

B. Riley Wealth Advisors first reported a position in BLV in Q4 2014 and has held it in 44 quarters since. The position peaked at $9.18M in Q3 2020. 123 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • B. Riley Wealth Advisors held 24,907 shares of Vanguard Long-Term Bond ETF worth $1.73M as of Q2 2026.
  • B. Riley Wealth Advisors bought 532 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $36.5K.
  • Vanguard Long-Term Bond ETF made up 0.09% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2014 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $9.18M in Q3 2020.
  • 123 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.