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Clark Wealth Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Clark Wealth Partners’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 		$9.44K Hold
137
– – 0.01% 232
2026
Q1 		$9.42K Hold
137
– – 0.01% 254
2025
Q4 		$9.52K Hold
137
– – 0.01% 243
2025
Q3 		$9.52K Sell
137
-329
-71% -$22.8K 0.01% 243
2025
Q2 		$32.4K Sell
466
-474
-50% -$32.3K 0.02% 119
2025
Q1 		$66.2K Buy
940
+933
+13,329% +$64.8K 0.05% 75
2024
Q4 		$479 Buy
+7
New +$500 ﹤0.01% 484

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Clark Wealth Partners's BLV Position: Q2 2026 in Review

Clark Wealth Partners held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 137 shares worth $9.44K. The position accounts for 0.01% of the portfolio, ranked #232.

Clark Wealth Partners first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.2K in Q1 2025. 394 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Clark Wealth Partners held 137 shares of Vanguard Long-Term Bond ETF worth $9.44K as of Q2 2026.
  • Clark Wealth Partners left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Bond ETF made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #232 holding.
  • Clark Wealth Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Vanguard Long-Term Bond ETF position peaked at $66.2K in Q1 2025.
  • 394 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.