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

Carolina 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 		$599K Sell
8,696
-491
-5% -$33.7K 0.23% 69
2026
Q1 		$632K Sell
9,187
-767
-8% -$53.5K 0.26% 69
2025
Q4 		$692K Sell
9,954
-701
-7% -$49.6K 0.31% 50
2025
Q3 		$755K Sell
10,655
-343,322
-97% -$23.8M 0.33% 49
2025
Q2 		$24.6M Sell
353,977
-23,747
-6% -$1.62M 12.15% 1
2025
Q1 		$26.6M Buy
377,724
+19,512
+5% +$1.35M 14.35% 1
2024
Q4 		$24.5M Buy
358,212
+299
+0.1% +$21.3K 13.19% 1
2024
Q3 		$26.9M Sell
357,913
-8,332
-2% -$612K 13.69% 1
2024
Q2 		$25.7M Buy
366,245
+23,210
+7% +$1.63M 12.63% 1
2024
Q1 		$24.8M Buy
343,035
+23,299
+7% +$1.68M 13.45% 1
2023
Q4 		$23.8M Buy
319,736
+2,217
+0.7% +$152K 12.36% 1
2023
Q3 		$21.3M Buy
317,519
+31,050
+11% +$2.21M 12.02% 1
2023
Q2 		$21.5M Sell
286,469
-722
-0.3% -$54.2K 12.91% 1
2023
Q1 		$22M Buy
287,191
+11,790
+4% +$891K 12.89% 1
2022
Q4 		$19.9M Buy
+275,401
New +$19.9M 12.56% 1

Other funds holding BLV

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Carolina Wealth Advisors's BLV Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 5.3% in Q2 2026, selling an estimated $33.7K and leaving 8,696 shares worth $599K. The position accounts for 0.23% of the portfolio, ranked #69.

Carolina Wealth Advisors first reported a position in BLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.9M in Q3 2024. 66 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Carolina Wealth Advisors held 8,696 shares of Vanguard Long-Term Bond ETF worth $599K as of Q2 2026.
  • Carolina Wealth Advisors sold 491 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $33.7K.
  • Vanguard Long-Term Bond ETF made up 0.23% of Carolina Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Carolina Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Carolina Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $26.9M in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.