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

Capital Investment 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	$2.33M	Buy	33,941 +496	+1%	+$34.6K	0.03%	217
2025 Q4	$2.33M	Buy	33,445 +23,589	+239%	+$1.67M	0.04%	215
2025 Q3	$698K	Sell	9,856 -527	-5%	-$36.6K	0.01%	408
2025 Q2	$722K	Buy	10,383 +380	+4%	+$25.9K	0.01%	390
2025 Q1	$704K	Sell	10,003 -302	-3%	-$21K	0.01%	378
2024 Q4	$705K	Sell	10,305 -615	-6%	-$43.9K	0.01%	365
2024 Q3	$821K	Sell	10,920 -737	-6%	-$54.2K	0.02%	327
2024 Q2	$819K	Sell	11,657 -673	-5%	-$47.1K	0.02%	319
2024 Q1	$892K	Buy	12,330 +119	+1%	+$8.59K	0.02%	306
2023 Q4	$911K	Sell	12,211 -738	-6%	-$50.6K	0.02%	285
2023 Q3	$868K	Sell	12,949 -752	-5%	-$53.6K	0.02%	281
2023 Q2	$1.03M	Sell	13,701 -140	-1%	-$10.5K	0.03%	238
2023 Q1	$1.06M	Sell	13,841 -214	-2%	-$16.2K	0.03%	238
2022 Q4	$1.02M	Buy	14,055 +285	+2%	+$20.6K	0.03%	247
2022 Q3	$991K	Sell	13,770 -2,043	-13%	-$162K	0.03%	243
2022 Q2	$1.26M	Sell	15,813 -149	-0.9%	-$12.3K	0.04%	225
2022 Q1	$1.46M	Sell	15,962 -13	-0.1%	-$1.24K	0.04%	224
2021 Q4	$1.64M	Sell	15,975 -72	-0.4%	-$7.44K	0.05%	220
2021 Q3	$1.64M	Sell	16,047 -158	-1%	-$16.6K	0.06%	210
2021 Q2	$1.67M	Sell	16,205 -168	-1%	-$16.8K	0.06%	203
2021 Q1	$1.61M	Buy	16,373 +6,467	+65%	+$664K	0.06%	195
2020 Q4	$1.09M	Buy	9,906 +17	+0.2%	+$1.89K	0.05%	229
2020 Q3	$1.11M	Buy	9,889 +832	+9%	+$94.8K	0.05%	209
2020 Q2	$1.01M	Buy	9,057 +1,019	+13%	+$111K	0.05%	211
2020 Q1	$858K	Sell	8,038 -81	-1%	-$8.46K	0.05%	217
2019 Q4	$815K	Buy	8,119 +1,966	+32%	+$199K	0.04%	265
2019 Q3	$632K	Buy	6,153 +77	+1%	+$7.74K	0.03%	277
2019 Q2	$590K	Buy	6,076 +70	+1%	+$6.5K	0.03%	283
2019 Q1	$553K	Buy	6,006 +225	+4%	+$20K	0.03%	289
2018 Q4	$506K	Sell	5,781 -42	-0.7%	-$3.58K	0.03%	282
2018 Q3	$509K	Hold	5,823	–	–	0.03%	292
2018 Q2	$516K	Buy	5,823 +150	+3%	+$13.3K	0.03%	288
2018 Q1	$516K	Buy	5,673 +451	+9%	+$41.1K	0.03%	286
2017 Q4	$497K	Buy	+5,222	New	+$491K	0.03%	294

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 $21.9B AUM 68.6% 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

Capital Investment Advisors's BLV Position: Q1 2026 in Review

Capital Investment Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.5% in Q1 2026, buying an estimated $34.6K and bringing the position to 33,941 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #217.

Capital Investment Advisors first reported a position in BLV in Q4 2017 and has held it in 34 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Capital Investment Advisors held 33,941 shares of Vanguard Long-Term Bond ETF worth $2.33M as of Q1 2026.
Capital Investment Advisors bought 496 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $34.6K.
Vanguard Long-Term Bond ETF made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #217 holding.
Capital Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and has held it in 34 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.