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 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 $374B AUM 17.66% 1-Year Est. Return

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 $21.9B AUM 68.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CMC Financial Group's BLV Position: Q1 2026 in Review

CMC Financial Group opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q1 2026: 10,991 shares worth $756K. The stake represents 1.48% of the portfolio and ranks #15 among its holdings. This is a return to the name: CMC Financial Group previously reported a position in BLV as recently as Q4 2019.

CMC Financial Group first reported a position in BLV in Q4 2018 and has held it in 6 quarters since. The position peaked at $27.2M in Q4 2018. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

CMC Financial Group held 10,991 shares of Vanguard Long-Term Bond ETF worth $756K as of Q1 2026.
Vanguard Long-Term Bond ETF was a new CMC Financial Group position in Q1 2026.
Vanguard Long-Term Bond ETF made up 1.48% of CMC Financial Group's portfolio in Q1 2026, its #15 holding.
CMC Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and has held it in 6 quarters since.
CMC Financial Group's Vanguard Long-Term Bond ETF position peaked at $27.2M in Q4 2018.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.