Continuum Advisory’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Continuum Advisory’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
2025 Q2	–	Sell	-2,547	Closed	-$179K	–	543
2025 Q1	$179K	Sell	2,547 -103	-4%	-$7.15K	0.02%	415
2024 Q4	$181K	Buy	2,650 +119	+5%	+$8.49K	0.02%	400
2024 Q3	$178K	Buy	2,531 +515	+26%	+$37.8K	0.02%	413
2024 Q2	$142K	Buy	2,016 +60	+3%	+$4.2K	0.02%	426
2024 Q1	$137K	Sell	1,956 -739	-27%	-$53.3K	0.02%	430
2023 Q4	$201K	Buy	+2,695	New	+$185K	0.03%	440
2023 Q3	–	Sell	-2,832	Closed	-$212K	–	453
2023 Q2	$212K	Sell	2,832 -357	-11%	-$26.8K	0.03%	422
2023 Q1	$244K	Sell	3,189 -158	-5%	-$11.9K	0.04%	381
2022 Q4	$242K	Buy	3,347 +248	+8%	+$18K	0.04%	375
2022 Q3	$223K	Buy	+3,099	New	+$245K	0.04%	365

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Continuum Advisory's BLV Position: Q2 2025 in Review

Continuum Advisory sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 2,547 shares — an estimated $179K sold.

Continuum Advisory first reported a position in BLV in Q3 2022 and held it in 10 quarters. The position peaked at $244K in Q1 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

Continuum Advisory reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 2,547 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $179K.
Continuum Advisory first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 10 quarters.
Continuum Advisory's Vanguard Long-Term Bond ETF position peaked at $244K in Q1 2023.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.