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Cerity Partners Retirement Plan Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Cerity Partners Retirement Plan 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 		– Sell
-15,727
Closed -$1.08M – 36
2026
Q1 		$1.08M Buy
+15,727
New +$1.1M 0.55% 20

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KIM
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ETC
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Bank of New York Mellon
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners Retirement Plan Advisors's BLV Position: Q2 2026 in Review

Cerity Partners Retirement Plan Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 15,727 shares — an estimated $1.08M sold.

Cerity Partners Retirement Plan Advisors first reported a position in BLV in Q1 2026 and held it in 1 quarter. The position peaked at $1.08M in Q1 2026. 407 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Cerity Partners Retirement Plan Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners Retirement Plan Advisors sold 15,727 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.08M.
  • Cerity Partners Retirement Plan Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Cerity Partners Retirement Plan Advisors's Vanguard Long-Term Bond ETF position peaked at $1.08M in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Cerity Partners Retirement Plan Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.