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 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Financial Group's BLV Position: Q2 2026 in Review

Cornerstone Financial Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.9% in Q2 2026, buying an estimated $118K and bringing the position to 60,121 shares worth $4.14M. The position accounts for 2.55% of the portfolio, ranked #12.

Cornerstone Financial Group first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Cornerstone Financial Group held 60,121 shares of Vanguard Long-Term Bond ETF worth $4.14M as of Q2 2026.
Cornerstone Financial Group bought 1,718 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $118K.
Vanguard Long-Term Bond ETF made up 2.55% of Cornerstone Financial Group's portfolio in Q2 2026, its #12 holding.
Cornerstone Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.