CFAM
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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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 $14.1B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Center For Asset Management's BLV Position: Q1 2026 in Review

Center For Asset Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 5.3% in Q1 2026, buying an estimated $19.3K and bringing the position to 5,459 shares worth $375K. The position accounts for 0.19% of the portfolio, ranked #107.

Center For Asset Management first reported a position in BLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.63M in Q4 2020. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Center For Asset Management held 5,459 shares of Vanguard Long-Term Bond ETF worth $375K as of Q1 2026.
  • Center For Asset Management bought 276 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $19.3K.
  • Vanguard Long-Term Bond ETF made up 0.19% of Center For Asset Management's portfolio in Q1 2026, its #107 holding.
  • Center For Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Center For Asset Management's Vanguard Long-Term Bond ETF position peaked at $2.63M in Q4 2020.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.