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

Beacon Pointe 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 Q1	$400K	Sell	5,814 -274	-5%	-$19.1K	﹤0.01%	1390
2025 Q4	$423K	Buy	6,088 +3,209	+111%	+$227K	﹤0.01%	1124
2025 Q3	$204K	Buy	+2,879	New	+$200K	﹤0.01%	1316
2024 Q4	–	Sell	-3,368	Closed	-$253K	–	1210
2024 Q3	$253K	Sell	3,368 -17	-0.5%	-$1.25K	﹤0.01%	1086
2024 Q2	$238K	Buy	3,385 +312	+10%	+$21.8K	﹤0.01%	1129
2024 Q1	$222K	Buy	3,073 +21	+0.7%	+$1.51K	﹤0.01%	1221
2023 Q4	$228K	Buy	+3,052	New	+$209K	﹤0.01%	1171
2022 Q2	–	Sell	-11,329	Closed	-$1.04M	–	1058
2022 Q1	$1.04M	Buy	+11,329	New	+$1.08M	0.01%	606
2021 Q4	–	Sell	-11,328	Closed	-$1.16M	–	935
2021 Q3	$1.16M	Buy	+11,328	New	+$1.19M	0.03%	386

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

KIM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Beacon Pointe Advisors's BLV Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 4.5% in Q1 2026, selling an estimated $19.1K and leaving 5,814 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Beacon Pointe Advisors first reported a position in BLV in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.16M in Q3 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Beacon Pointe Advisors held 5,814 shares of Vanguard Long-Term Bond ETF worth $400K as of Q1 2026.
Beacon Pointe Advisors sold 274 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $19.1K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1390 holding.
Beacon Pointe Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2021 and has held it in 9 quarters since.
Beacon Pointe Advisors's Vanguard Long-Term Bond ETF position peaked at $1.16M in Q3 2021.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.