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
Q2 		$25.8K Sell
375
-155
-29% -$10.6K ﹤0.01% 1721
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 $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

Clearstead Advisors's BLV Position: Q2 2026 in Review

Clearstead Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 29% in Q2 2026, selling an estimated $10.6K and leaving 375 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Clearstead Advisors first reported a position in BLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $112K in Q2 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Clearstead Advisors held 375 shares of Vanguard Long-Term Bond ETF worth $25.8K as of Q2 2026.
  • Clearstead Advisors sold 155 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1721 holding.
  • Clearstead Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Vanguard Long-Term Bond ETF position peaked at $112K in Q2 2024.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.