Buck Wealth Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Buck Wealth Strategies’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	$257K	Sell	3,728 -818	-18%	-$56.1K	0.03%	180
2026 Q1	$313K	Sell	4,546 -293	-6%	-$20.5K	0.04%	133
2025 Q4	$336K	Sell	4,839 -656	-12%	-$46.4K	0.04%	127
2025 Q3	$389K	Buy	5,495 +18	+0.3%	+$1.25K	0.05%	133
2025 Q2	$381K	Buy	5,477 +2,179	+66%	+$149K	0.06%	113
2025 Q1	$232K	Buy	+3,298	New	+$229K	0.04%	117

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Buck Wealth Strategies's BLV Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Vanguard Long-Term Bond ETF (BLV) stake by 18% in Q2 2026, selling an estimated $56.1K and leaving 3,728 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #180.

Buck Wealth Strategies first reported a position in BLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $389K in Q3 2025. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Buck Wealth Strategies held 3,728 shares of Vanguard Long-Term Bond ETF worth $257K as of Q2 2026.
Buck Wealth Strategies sold 818 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $56.1K.
Vanguard Long-Term Bond ETF made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #180 holding.
Buck Wealth Strategies first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Buck Wealth Strategies's Vanguard Long-Term Bond ETF position peaked at $389K in Q3 2025.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.