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

CMC 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	-10,991	Closed	-$756K	–	49
2026 Q1	$756K	Buy	+10,991	New	+$767K	1.48%	15
2020 Q1	–	Sell	-6,728	Closed	-$675K	–	32
2019 Q4	$675K	Hold	6,728	–	–	0.57%	19
2019 Q3	$691K	Hold	6,728	–	–	0.91%	17
2019 Q2	$653K	Sell	6,728 -147,010	-96%	-$13.6M	0.84%	20
2019 Q1	$14.2M	Sell	153,738 -157,002	-51%	-$13.9M	13.18%	2
2018 Q4	$27.2M	Buy	+310,740	New	+$26.5M	27.63%	1

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CMC Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 10,991 shares — an estimated $756K sold.

CMC Financial Group first reported a position in BLV in Q4 2018 and held it in 6 quarters. The position peaked at $27.2M in Q4 2018. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

CMC Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
CMC Financial Group sold 10,991 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $756K.
CMC Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and held it in 6 quarters.
CMC Financial Group's Vanguard Long-Term Bond ETF position peaked at $27.2M in Q4 2018.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on CMC Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.