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 Q3	$8.6K	Hold	137	–	–	﹤0.01%	289
2026 Q2	$9.44K	Hold	137	–	–	0.01%	232
2026 Q1	$9.42K	Hold	137	–	–	0.01%	254
2025 Q4	$9.5K	Hold	137	–	–	0.01%	243
2025 Q3	$9.5K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clark Wealth Partners's BLV Position: Q3 2026 in Review

Clark Wealth Partners held its Vanguard Long-Term Bond ETF (BLV) position steady in Q3 2026 at 137 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Clark Wealth Partners first reported a position in BLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $66.2K in Q1 2025. 343 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

Clark Wealth Partners held 137 shares of Vanguard Long-Term Bond ETF worth $8.6K as of Q3 2026.
Clark Wealth Partners left its Vanguard Long-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #289 holding.
Clark Wealth Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clark Wealth Partners's Vanguard Long-Term Bond ETF position peaked at $66.2K in Q1 2025.
343 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.