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

Clayton Financial Group’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 		– Sell
-9
Closed -$620 – 127
2026
Q1 		$620 Hold
9
– – ﹤0.01% 588
2025
Q4 		$626 Buy
+9
New +$637 ﹤0.01% 576

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OPAM
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STAS
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CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clayton Financial Group's BLV Position: Q2 2026 in Review

Clayton Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 9 shares — an estimated $620 sold.

Clayton Financial Group first reported a position in BLV in Q4 2025 and held it in 2 quarters. The position peaked at $626 in Q4 2025. 162 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Clayton Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 9 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $620.
  • Clayton Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Vanguard Long-Term Bond ETF position peaked at $626 in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.