Beacon Harbor Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Beacon Harbor 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	–	Sell	-80,585	Closed	-$5.54M	–	72
2026 Q1	$5.54M	Buy	80,585 +3,644	+5%	+$254K	1.16%	44
2025 Q4	$5.35M	Buy	76,941 +4,844	+7%	+$343K	1.19%	40
2025 Q3	$5.11M	Buy	72,097 +3,628	+5%	+$252K	1.19%	40
2025 Q2	$4.76M	Sell	68,469 -6,799	-9%	-$464K	1.19%	39
2025 Q1	$5.3M	Buy	75,268 +3,842	+5%	+$267K	1.23%	45
2024 Q4	$4.89M	Buy	+71,426	New	+$5.1M	1.14%	41

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MLICM

Metropolitan Life Insurance Company (MetLife) New York $357M AUM 13.97% 1-Year Est. Return

Beacon Harbor Wealth Advisors's BLV Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 80,585 shares — an estimated $5.54M sold.

Beacon Harbor Wealth Advisors first reported a position in BLV in Q4 2024 and held it in 6 quarters. The position peaked at $5.54M in Q1 2026. 373 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Beacon Harbor Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 80,585 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $5.54M.
Beacon Harbor Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and held it in 6 quarters.
Beacon Harbor Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $5.54M in Q1 2026.
373 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.