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

Cornerstone Planning 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	$340K	Buy	5,095 +344	+7%	+$23.6K	0.04%	129
2026 Q1	$324K	Buy	4,751 +172	+4%	+$12K	0.04%	125
2025 Q4	$320K	Buy	4,579 +4,011	+706%	+$284K	0.05%	110
2025 Q3	$112K	Sell	568 -777	-58%	-$53.9K	0.02%	202
2025 Q2	$93.8K	Sell	1,345 -469	-26%	-$32K	0.02%	148
2025 Q1	$123K	Buy	1,814 +497	+38%	+$34.5K	0.03%	125
2024 Q4	$91.1K	Sell	1,317 -83	-6%	-$5.92K	0.02%	118
2024 Q3	$99.8K	Sell	1,400 -954	-41%	-$70.1K	0.03%	114
2024 Q2	$175K	Sell	2,354 -531	-18%	-$37.2K	0.05%	85
2024 Q1	$200K	Sell	2,885 -878	-23%	-$63.3K	0.06%	74
2023 Q4	$281K	Sell	3,763 -1,650	-30%	-$113K	0.09%	68
2023 Q3	$363K	Sell	5,413 -1,167	-18%	-$83.2K	0.14%	57
2023 Q2	$493K	Buy	+6,580	New	+$494K	0.19%	50
2022 Q4	$706K	Buy	+9,042	New	+$655K	0.3%	47

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

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

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

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

Cornerstone Planning Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 7.2% in Q2 2026, buying an estimated $23.6K and bringing the position to 5,095 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #129.

Cornerstone Planning Group first reported a position in BLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $706K in Q4 2022. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Cornerstone Planning Group held 5,095 shares of Vanguard Long-Term Bond ETF worth $340K as of Q2 2026.
Cornerstone Planning Group bought 344 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $23.6K.
Vanguard Long-Term Bond ETF made up 0.04% of Cornerstone Planning Group's portfolio in Q2 2026, its #129 holding.
Cornerstone Planning Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard Long-Term Bond ETF position peaked at $706K in Q4 2022.
256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.