Creative Financial Designs’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Creative Financial Designs’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	$86.5K	Buy	1,255 +411	+49%	+$28.2K	﹤0.01%	844
2026 Q1	$58.1K	Buy	844 +6	+0.7%	+$419	﹤0.01%	853
2025 Q4	$58.3K	Buy	838 +701	+512%	+$49.6K	﹤0.01%	818
2025 Q3	$9.71K	Buy	137 +63	+85%	+$4.37K	﹤0.01%	1374
2025 Q2	$5.15K	Buy	74 +40	+118%	+$2.73K	﹤0.01%	1520
2025 Q1	$2.39K	Buy	+34	New	+$2.36K	﹤0.01%	1636
2021 Q4	–	Sell	-7	Closed	-$1K	–	1228
2021 Q3	$1K	Sell	7 -10	-59%	-$1.05K	﹤0.01%	1345
2021 Q2	$2K	Buy	+17	New	+$1.7K	﹤0.01%	1304
2018 Q4	–	Sell	-46	Closed	-$4K	–	598
2018 Q3	$4K	Hold	46	–	–	﹤0.01%	550
2018 Q2	$4K	Buy	46 +1	+2%	+$89	﹤0.01%	568
2018 Q1	$4K	Hold	45	–	–	﹤0.01%	509
2017 Q4	$4K	Hold	45	–	–	﹤0.01%	514
2017 Q3	$4K	Sell	45 -4	-8%	-$375	﹤0.01%	528
2017 Q2	$5K	Buy	49 +44	+880%	+$4.04K	﹤0.01%	512
2017 Q1	$0	Buy	+5	New	+$448	﹤0.01%	726

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

Creative Financial Designs's BLV Position: Q2 2026 in Review

Creative Financial Designs increased its Vanguard Long-Term Bond ETF (BLV) stake by 49% in Q2 2026, buying an estimated $28.2K and bringing the position to 1,255 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Creative Financial Designs first reported a position in BLV in Q1 2017 and has held it in 15 quarters since. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Creative Financial Designs held 1,255 shares of Vanguard Long-Term Bond ETF worth $86.5K as of Q2 2026.
Creative Financial Designs bought 411 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $28.2K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #844 holding.
Creative Financial Designs first reported a position in Vanguard Long-Term Bond ETF in Q1 2017 and has held it in 15 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.