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

CGN 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	$319K	Buy	4,632 +98	+2%	+$6.72K	0.02%	271
2026 Q1	$312K	Buy	4,534 +27	+0.6%	+$1.89K	0.02%	266
2025 Q4	$313K	Buy	4,507 +184	+4%	+$13K	0.02%	265
2025 Q3	$306K	Buy	4,323 +44	+1%	+$3.05K	0.03%	263
2025 Q2	$298K	Buy	4,279 +44	+1%	+$3K	0.03%	263
2025 Q1	$298K	Buy	4,235 +34	+0.8%	+$2.36K	0.03%	260
2024 Q4	$287K	Buy	4,201 +78	+2%	+$5.57K	0.03%	257
2024 Q3	$310K	Buy	+4,123	New	+$303K	0.03%	240
2021 Q4	–	Sell	-2,505	Closed	-$256K	–	216
2021 Q3	$256K	Sell	2,505 -190	-7%	-$19.9K	0.08%	173
2021 Q2	$278K	Sell	2,695 -90	-3%	-$9K	0.09%	179
2021 Q1	$273K	Sell	2,785 -564	-17%	-$57.9K	0.1%	168
2020 Q4	$367K	Buy	+3,349	New	+$373K	0.15%	134

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

CGN Advisors's BLV Position: Q2 2026 in Review

CGN Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.2% in Q2 2026, buying an estimated $6.72K and bringing the position to 4,632 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #271.

CGN Advisors first reported a position in BLV in Q4 2020 and has held it in 12 quarters since. The position peaked at $367K in Q4 2020. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

CGN Advisors held 4,632 shares of Vanguard Long-Term Bond ETF worth $319K as of Q2 2026.
CGN Advisors bought 98 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $6.72K.
Vanguard Long-Term Bond ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #271 holding.
CGN Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 12 quarters since.
CGN Advisors's Vanguard Long-Term Bond ETF position peaked at $367K in Q4 2020.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.