CA
BLV icon

Clearstead Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Clearstead 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
Q1 		$36.4K Sell
530
-48
-8% -$3.35K ﹤0.01% 1337
2025
Q4 		$40.1K Sell
578
-12
-2% -$849 ﹤0.01% 1495
2025
Q3 		$41.8K Sell
590
-180
-23% -$12.5K ﹤0.01% 1334
2025
Q2 		$53.5K Sell
770
-103
-12% -$7.02K ﹤0.01% 1269
2025
Q1 		$61.5K Sell
873
-168
-16% -$11.7K ﹤0.01% 1117
2024
Q4 		$71.2K Sell
1,041
-114
-10% -$8.14K ﹤0.01% 1090
2024
Q3 		$86.8K Sell
1,155
-433
-27% -$31.8K ﹤0.01% 1063
2024
Q2 		$112K Buy
+1,588
New +$111K ﹤0.01% 974

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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 $14.1B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return