Compass Financial Management
BLV icon

Compass Financial Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Compass Financial Management’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
Q3 		$141K Buy
2,254
+12
+0.5% +$793 0.02% 529
2026
Q2 		$154K Buy
+2,242
New +$154K 0.02% 471

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Compass Financial Management's BLV Position: Q3 2026 in Review

Compass Financial Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.54% in Q3 2026, buying an estimated $793 and bringing the position to 2,254 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #529.

Compass Financial Management first reported a position in BLV in Q2 2026 and has held it in 2 quarters since. The position peaked at $154K in Q2 2026. 343 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

  • Compass Financial Management held 2,254 shares of Vanguard Long-Term Bond ETF worth $141K as of Q3 2026.
  • Compass Financial Management bought 12 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $793.
  • Vanguard Long-Term Bond ETF made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #529 holding.
  • Compass Financial Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Vanguard Long-Term Bond ETF position peaked at $154K in Q2 2026.
  • 343 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.