Creative Planning’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $464K | Buy |
6,753
+3,043
| +82% | +$212K | ﹤0.01% | 3084 |
|
|
2025
Q4 | $258K | Sell |
3,710
-456
| -11% | -$32.3K | ﹤0.01% | 3354 |
|
|
2025
Q3 | $295K | Sell |
4,166
-1,638
| -28% | -$114K | ﹤0.01% | 3160 |
|
|
2025
Q2 | $404K | Sell |
5,804
-1,950
| -25% | -$133K | ﹤0.01% | 2647 |
|
|
2025
Q1 | $546K | Sell |
7,754
-2,433
| -24% | -$169K | ﹤0.01% | 2201 |
|
|
2024
Q4 | $697K | Sell |
10,187
-1,021
| -9% | -$72.9K | ﹤0.01% | 1923 |
|
|
2024
Q3 | $843K | Sell |
11,208
-12,286
| -52% | -$903K | ﹤0.01% | 1656 |
|
|
2024
Q2 | $1.65M | Sell |
23,494
-1,800
| -7% | -$126K | ﹤0.01% | 1089 |
|
|
2024
Q1 | $1.83M | Sell |
25,294
-2,443
| -9% | -$176K | ﹤0.01% | 1000 |
|
|
2023
Q4 | $2.07M | Buy |
27,737
+283
| +1% | +$19.4K | ﹤0.01% | 907 |
|
|
2023
Q3 | $1.84M | Buy |
27,454
+24,671
| +886% | +$1.76M | ﹤0.01% | 882 |
|
|
2023
Q2 | $209K | Sell |
2,783
-3,855
| -58% | -$289K | ﹤0.01% | 2186 |
|
|
2023
Q1 | $509K | Buy |
6,638
+3,504
| +112% | +$265K | ﹤0.01% | 1451 |
|
|
2022
Q4 | $227K | Sell |
3,134
-208
| -6% | -$15.1K | ﹤0.01% | 1932 |
|
|
2022
Q3 | $240K | Sell |
3,342
-593
| -15% | -$46.9K | ﹤0.01% | 1780 |
|
|
2022
Q2 | $314K | Sell |
3,935
-363
| -8% | -$29.9K | ﹤0.01% | 1577 |
|
|
2022
Q1 | $394K | Buy |
4,298
+150
| +4% | +$14.3K | ﹤0.01% | 1462 |
|
|
2021
Q4 | $427K | Buy |
4,148
+227
| +6% | +$23.5K | ﹤0.01% | 1397 |
|
|
2021
Q3 | $401K | Sell |
3,921
-50
| -1% | -$5.25K | ﹤0.01% | 1420 |
|
|
2021
Q2 | $409K | Sell |
3,971
-62
| -2% | -$6.2K | ﹤0.01% | 1387 |
|
|
2021
Q1 | $396K | Buy |
4,033
+1,025
| +34% | +$105K | ﹤0.01% | 1595 |
|
|
2020
Q4 | $330K | Sell |
3,008
-46
| -2% | -$5.12K | ﹤0.01% | 1558 |
|
|
2020
Q3 | $342K | Sell |
3,054
-3,800
| -55% | -$433K | ﹤0.01% | 1339 |
|
|
2020
Q2 | $765K | Buy |
6,854
+2,187
| +47% | +$239K | ﹤0.01% | 842 |
|
|
2020
Q1 | $498K | Sell |
4,667
-863
| -16% | -$90.1K | ﹤0.01% | 947 |
|
|
2019
Q4 | $555K | Buy |
5,530
+1,262
| +30% | +$128K | ﹤0.01% | 1053 |
|
|
2019
Q3 | $438K | Buy |
4,268
+758
| +22% | +$76.2K | ﹤0.01% | 1142 |
|
|
2019
Q2 | $341K | Buy |
3,510
+133
| +4% | +$12.3K | ﹤0.01% | 1293 |
|
|
2019
Q1 | $311K | Sell |
3,377
-655
| -16% | -$58.1K | ﹤0.01% | 1311 |
|
|
2018
Q4 | $353K | Sell |
4,032
-56
| -1% | -$4.78K | ﹤0.01% | 1139 |
|
|
2018
Q3 | $357K | Buy |
4,088
+401
| +11% | +$35.5K | ﹤0.01% | 1288 |
|
|
2018
Q2 | $327K | Sell |
3,687
-600
| -14% | -$53.1K | ﹤0.01% | 1323 |
|
|
2018
Q1 | $390K | Sell |
4,287
-638
| -13% | -$58.2K | ﹤0.01% | 1205 |
|
|
2017
Q4 | $468K | Buy |
4,925
+655
| +15% | +$61.6K | ﹤0.01% | 1117 |
|
|
2017
Q3 | $400K | Buy |
4,270
+37
| +0.9% | +$3.46K | ﹤0.01% | 1150 |
|
|
2017
Q2 | $394K | Sell |
4,233
-536
| -11% | -$49.3K | ﹤0.01% | 1146 |
|
|
2017
Q1 | $429K | Sell |
4,769
-1,229
| -20% | -$110K | ﹤0.01% | 1068 |
|
|
2016
Q4 | $535K | Sell |
5,998
-5,257
| -47% | -$483K | ﹤0.01% | 887 |
|
|
2016
Q3 | $1.11M | Buy |
11,255
+9,754
| +650% | +$965K | 0.01% | 557 |
|
|
2016
Q2 | $147K | Sell |
1,501
-42
| -3% | -$3.97K | ﹤0.01% | 1429 |
|
|
2016
Q1 | $144K | Sell |
1,543
-1,385
| -47% | -$124K | ﹤0.01% | 1402 |
|
|
2015
Q4 | $255K | Buy |
2,928
+1,352
| +86% | +$120K | ﹤0.01% | 1068 |
|
|
2015
Q3 | $141K | Buy |
+1,576
| New | +$140K | ﹤0.01% | 1382 |
|
|
2015
Q2 | – | Sell |
-2,549
| Closed | -$246K | – | 1319 |
|
|
2015
Q1 | $246K | Sell |
2,549
-1,078
| -30% | -$104K | ﹤0.01% | 1084 |
|
|
2014
Q4 | $342K | Buy |
3,627
+445
| +14% | +$41.1K | ﹤0.01% | 874 |
|
|
2014
Q3 | $287K | Buy |
3,182
+1,413
| +80% | +$128K | ﹤0.01% | 885 |
|
|
2014
Q2 | $159K | Buy |
1,769
+603
| +52% | +$53.4K | ﹤0.01% | 1159 |
|
|
2014
Q1 | $101K | Sell |
1,166
-103
| -8% | -$8.74K | ﹤0.01% | 1395 |
|
|
2013
Q4 | $104K | Sell |
1,269
-246
| -16% | -$20.4K | ﹤0.01% | 1175 |
|
|
2013
Q3 | $126K | Sell |
1,515
-119
| -7% | -$9.87K | ﹤0.01% | 974 |
|
|
2013
Q2 | $139K | Buy |
+1,634
| New | +$149K | ﹤0.01% | 819 |
|
Other funds holding BLV
LNC
KIM
ETC
Creative Planning's BLV Position: Q1 2026 in Review
Creative Planning increased its Vanguard Long-Term Bond ETF (BLV) stake by 82% in Q1 2026, buying an estimated $212K and bringing the position to 6,753 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #3084.
Creative Planning first reported a position in BLV in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.07M in Q4 2023. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.
- Creative Planning held 6,753 shares of Vanguard Long-Term Bond ETF worth $464K as of Q1 2026.
- Creative Planning bought 3,043 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $212K.
- Vanguard Long-Term Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3084 holding.
- Creative Planning first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's Vanguard Long-Term Bond ETF position peaked at $2.07M in Q4 2023.
- 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.