Beacon Capital Management LLC (Tennessee)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-96	Closed	-$6.68K	–	237
2025 Q2	$6.68K	Hold	96	–	–	﹤0.01%	699
2025 Q1	$6.73K	Buy	96 +1	+1%	+$69	﹤0.01%	707
2024 Q4	$6.51K	Hold	95	–	–	﹤0.01%	674
2024 Q3	$7.14K	Hold	95	–	–	﹤0.01%	728
2024 Q2	$6.68K	Hold	95	–	–	﹤0.01%	652
2024 Q1	$6.87K	Hold	95	–	–	﹤0.01%	649
2023 Q4	$6.37K	Buy	95 +16	+20%	+$1.1K	﹤0.01%	611
2023 Q3	$5.92K	Hold	79	–	–	﹤0.01%	667
2023 Q2	$5.92K	Buy	79 +16	+25%	+$1.2K	﹤0.01%	667
2023 Q1	$4.83K	Hold	63	–	–	﹤0.01%	636
2022 Q4	$4.56K	Hold	63	–	–	﹤0.01%	665
2022 Q3	$5K	Hold	63	–	–	﹤0.01%	575
2022 Q2	$6K	Hold	63	–	–	﹤0.01%	595
2022 Q1	$6K	Buy	+63	New	+$6.01K	﹤0.01%	595

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s BLV Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 96 shares — an estimated $6.68K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in BLV in Q1 2022 and held it in 14 quarters. The position peaked at $7.14K in Q3 2024. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 96 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $6.68K.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Vanguard Long-Term Bond ETF position peaked at $7.14K in Q3 2024.
379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.