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

Concurrent Investment 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	$22.1M	Buy	321,333 +266,129	+482%	+$18.3M	0.19%	109
2026 Q1	$3.8M	Buy	55,204 +4,137	+8%	+$289K	0.04%	423
2025 Q4	$3.55M	Buy	51,067 +4,201	+9%	+$297K	0.04%	414
2025 Q3	$3.32M	Sell	46,866 -1,628	-3%	-$113K	0.06%	328
2025 Q2	$3.37M	Buy	48,494 +4,516	+10%	+$308K	0.07%	299
2025 Q1	$3.1M	Buy	43,978 +13,842	+46%	+$961K	0.08%	269
2024 Q4	$2.06M	Buy	30,136 +75	+0.2%	+$5.35K	0.06%	320
2024 Q3	$2.26M	Buy	30,061 +197	+0.7%	+$14.5K	0.07%	280
2024 Q2	$2.1M	Buy	29,864 +1,163	+4%	+$81.4K	0.07%	264
2024 Q1	$2.08M	Buy	28,701 +4,407	+18%	+$318K	0.08%	239
2023 Q4	$1.81M	Buy	+24,294	New	+$1.66M	0.09%	242

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

Concurrent Investment Advisors's BLV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 482% in Q2 2026, buying an estimated $18.3M and bringing the position to 321,333 shares worth $22.1M. The position accounts for 0.19% of the portfolio, ranked #109.

Concurrent Investment Advisors first reported a position in BLV in Q4 2023 and has held it in 11 quarters since. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Concurrent Investment Advisors held 321,333 shares of Vanguard Long-Term Bond ETF worth $22.1M as of Q2 2026.
Concurrent Investment Advisors bought 266,129 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $18.3M.
Vanguard Long-Term Bond ETF made up 0.19% of Concurrent Investment Advisors's portfolio in Q2 2026, its #109 holding.
Concurrent Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.