Cornerstone Financial Group
BLV icon

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

Cornerstone 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
Q3 		$4M Buy
63,725
+3,604
+6% +$238K 2.32% 14
2026
Q2 		$4.14M Buy
60,121
+1,718
+3% +$118K 2.55% 12
2026
Q1 		$3.99M Buy
58,403
+429
+0.7% +$29.9K 2.56% 14
2025
Q4 		$4.03M Buy
57,974
+8,555
+17% +$605K 2.81% 13
2025
Q3 		$3.5M Buy
49,419
+11,992
+32% +$832K 2.71% 13
2025
Q2 		$2.6M Buy
37,427
+4,868
+15% +$332K 2.21% 15
2025
Q1 		$2.2M Buy
32,559
+9,147
+39% +$635K 1.98% 17
2024
Q4 		$1.6M Buy
+23,412
New +$1.67M 1.58% 19

Other funds holding BLV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Cornerstone Financial Group's BLV Position: Q3 2026 in Review

Cornerstone Financial Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 6% in Q3 2026, buying an estimated $238K and bringing the position to 63,725 shares worth $4M. The position accounts for 2.32% of the portfolio, ranked #14.

Cornerstone Financial Group first reported a position in BLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.14M in Q2 2026. 302 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

  • Cornerstone Financial Group held 63,725 shares of Vanguard Long-Term Bond ETF worth $4M as of Q3 2026.
  • Cornerstone Financial Group bought 3,604 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $238K.
  • Vanguard Long-Term Bond ETF made up 2.32% of Cornerstone Financial Group's portfolio in Q3 2026, its #14 holding.
  • Cornerstone Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Cornerstone Financial Group's Vanguard Long-Term Bond ETF position peaked at $4.14M in Q2 2026.
  • 302 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.