Claris Financial’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Claris Financial’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	$266K	Buy	+3,869	New	+$270K	0.15%	141
2025 Q4	–	Sell	-4,184	Closed	-$296K	–	179
2025 Q3	$296K	Sell	4,184 -144	-3%	-$9.99K	0.17%	123
2025 Q2	$301K	Buy	4,328 +29	+0.7%	+$1.98K	0.23%	104
2025 Q1	$294K	Hold	4,299	–	–	0.19%	113
2024 Q4	$294K	Buy	+4,299	New	+$307K	0.19%	113

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $21.9B AUM 68.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Claris Financial's BLV Position: Q1 2026 in Review

Claris Financial opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q1 2026: 3,869 shares worth $266K. The stake represents 0.15% of the portfolio and ranks #141 among its holdings. This is a return to the name: Claris Financial previously reported a position in BLV as recently as Q3 2025.

Claris Financial first reported a position in BLV in Q4 2024 and has held it in 5 quarters since. The position peaked at $301K in Q2 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Claris Financial held 3,869 shares of Vanguard Long-Term Bond ETF worth $266K as of Q1 2026.
Vanguard Long-Term Bond ETF was a new Claris Financial position in Q1 2026.
Vanguard Long-Term Bond ETF made up 0.15% of Claris Financial's portfolio in Q1 2026, its #141 holding.
Claris Financial first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 5 quarters since.
Claris Financial's Vanguard Long-Term Bond ETF position peaked at $301K in Q2 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.