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 Q3	$296K	Buy	4,718 +86	+2%	+$5.68K	0.02%	264
2026 Q2	$319K	Buy	4,632 +98	+2%	+$6.72K	0.02%	271
2026 Q1	$312K	Buy	4,534 +27	+0.6%	+$1.88K	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

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 29.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CGN Advisors's BLV Position: Q3 2026 in Review

CGN Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.9% in Q3 2026, buying an estimated $5.68K and bringing the position to 4,718 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #264.

CGN Advisors first reported a position in BLV in Q4 2020 and has held it in 13 quarters since. The position peaked at $367K in Q4 2020. 101 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

CGN Advisors held 4,718 shares of Vanguard Long-Term Bond ETF worth $296K as of Q3 2026.
CGN Advisors bought 86 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $5.68K.
Vanguard Long-Term Bond ETF made up 0.02% of CGN Advisors's portfolio in Q3 2026, its #264 holding.
CGN Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 13 quarters since.
CGN Advisors's Vanguard Long-Term Bond ETF position peaked at $367K in Q4 2020.
101 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.