Capital Advisors Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Capital Advisors Wealth Management’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	$502K	Sell	7,277 -5,219	-42%	-$358K	0.06%	141
2026 Q1	$859K	Sell	12,496 -11,508	-48%	-$803K	0.12%	102
2025 Q4	$1.67M	Sell	24,004 -226,776	-90%	-$16M	0.23%	68
2025 Q3	$17.8M	Sell	250,780 -29,136	-10%	-$2.02M	2.54%	10
2025 Q2	$19.5M	Buy	279,916 +48,892	+21%	+$3.33M	3.06%	10
2025 Q1	$16.3M	Sell	231,024 -91,045	-28%	-$6.32M	2.87%	11
2024 Q4	$22M	Sell	322,069 -16,515	-5%	-$1.18M	3.92%	6
2024 Q3	$25.5M	Buy	338,584 +106,918	+46%	+$7.86M	4.69%	6
2024 Q2	$16.3M	Buy	231,666 +5,189	+2%	+$363K	3.22%	11
2024 Q1	$16.4M	Buy	226,477 +56,722	+33%	+$4.09M	3.4%	11
2023 Q4	$12.7M	Buy	169,755 +100,369	+145%	+$6.88M	2.89%	11
2023 Q3	$4.65M	Buy	69,386 +12,341	+22%	+$879K	1.22%	23
2023 Q2	$4.27M	Buy	57,045 +2,267	+4%	+$170K	1.09%	22
2023 Q1	$4.2M	Buy	+54,778	New	+$4.14M	1.16%	24
2022 Q1	–	Sell	-3,263	Closed	-$336K	–	124
2021 Q4	$336K	Buy	3,263 +749	+30%	+$77.4K	0.1%	89
2021 Q3	$257K	Buy	2,514 +440	+21%	+$46.2K	0.09%	86
2021 Q2	$214K	Sell	2,074 -130	-6%	-$13K	0.08%	89
2021 Q1	$216K	Buy	+2,204	New	+$226K	0.09%	86

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

Capital Advisors Wealth Management's BLV Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 42% in Q2 2026, selling an estimated $358K and leaving 7,277 shares worth $502K. The position accounts for 0.06% of the portfolio, ranked #141.

Capital Advisors Wealth Management first reported a position in BLV in Q1 2021 and has held it in 18 quarters since. The position peaked at $25.5M in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Capital Advisors Wealth Management held 7,277 shares of Vanguard Long-Term Bond ETF worth $502K as of Q2 2026.
Capital Advisors Wealth Management sold 5,219 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $358K.
Vanguard Long-Term Bond ETF made up 0.06% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #141 holding.
Capital Advisors Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and has held it in 18 quarters since.
Capital Advisors Wealth Management's Vanguard Long-Term Bond ETF position peaked at $25.5M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.