Center For Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Center For Asset 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	$378K	Buy	5,491 +32	+0.6%	+$2.19K	0.17%	111
2026 Q1	$375K	Buy	5,459 +276	+5%	+$19.3K	0.19%	107
2025 Q4	$360K	Buy	5,183 +194	+4%	+$13.7K	0.19%	101
2025 Q3	$353K	Buy	4,989 +327	+7%	+$22.7K	0.19%	96
2025 Q2	$320K	Sell	4,662 -499	-10%	-$34K	0.2%	94
2025 Q1	$363K	Buy	5,161 +363	+8%	+$25.2K	0.22%	92
2024 Q4	$328K	Sell	4,798 -12	-0.2%	-$857	0.21%	90
2024 Q3	$362K	Buy	4,810 +134	+3%	+$9.85K	0.22%	89
2024 Q2	$329K	Buy	4,676 +72	+2%	+$5.04K	0.22%	95
2024 Q1	$333K	Buy	4,604 +509	+12%	+$36.7K	0.27%	83
2023 Q4	$305K	Sell	4,095 -542	-12%	-$37.1K	0.28%	82
2023 Q3	$311K	Sell	4,637 -156	-3%	-$11.1K	0.31%	83
2023 Q2	$359K	Sell	4,793 -334	-7%	-$25.1K	0.34%	72
2023 Q1	$393K	Sell	5,127 -308	-6%	-$23.3K	0.38%	70
2022 Q4	$394K	Sell	5,435 -482	-8%	-$34.9K	0.37%	75
2022 Q3	$426K	Sell	5,917 -2,423	-29%	-$192K	0.42%	61
2022 Q2	$665K	Sell	8,340 -9,634	-54%	-$793K	0.62%	41
2022 Q1	$1.65M	Buy	17,974 +390	+2%	+$37.2K	1.27%	24
2021 Q4	$1.81M	Sell	17,584 -4,515	-20%	-$467K	1.34%	20
2021 Q3	$2.26M	Sell	22,099 -546	-2%	-$57.3K	1.9%	15
2021 Q2	$2.33M	Sell	22,645 -3,031	-12%	-$303K	2.01%	15
2021 Q1	$2.52M	Buy	25,676 +1,733	+7%	+$178K	2.42%	12
2020 Q4	$2.63M	Buy	+23,943	New	+$2.67M	2.62%	11

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

Center For Asset Management's BLV Position: Q2 2026 in Review

Center For Asset Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.59% in Q2 2026, buying an estimated $2.19K and bringing the position to 5,491 shares worth $378K. The position accounts for 0.17% of the portfolio, ranked #111.

Center For Asset Management first reported a position in BLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.63M in Q4 2020. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Center For Asset Management held 5,491 shares of Vanguard Long-Term Bond ETF worth $378K as of Q2 2026.
Center For Asset Management bought 32 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $2.19K.
Vanguard Long-Term Bond ETF made up 0.17% of Center For Asset Management's portfolio in Q2 2026, its #111 holding.
Center For Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
Center For Asset Management's Vanguard Long-Term Bond ETF position peaked at $2.63M in Q4 2020.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.