Drucker Wealth 3.0’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Drucker Wealth 3.0’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
2025 Q4	–	Sell	-3,575	Closed	-$253K	–	263
2025 Q3	$253K	Sell	3,575 -557	-13%	-$38.7K	0.05%	225
2025 Q2	$284K	Sell	4,132 -3,286	-44%	-$224K	0.05%	199
2025 Q1	$522K	Sell	7,418 -3,612	-33%	-$251K	0.12%	111
2024 Q4	$755K	Sell	11,030 -3,881	-26%	-$277K	0.17%	95
2024 Q3	$1.12M	Sell	14,911 -2,234	-13%	-$164K	0.27%	77
2024 Q2	$1.21M	Buy	+17,145	New	+$1.2M	0.32%	71

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Drucker Wealth 3.0's BLV Position: Q4 2025 in Review

Drucker Wealth 3.0 sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 3,575 shares — an estimated $253K sold.

Drucker Wealth 3.0 first reported a position in BLV in Q2 2024 and held it in 6 quarters. The position peaked at $1.21M in Q2 2024. 410 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

Drucker Wealth 3.0 reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Drucker Wealth 3.0 sold 3,575 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $253K.
Drucker Wealth 3.0 first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and held it in 6 quarters.
Drucker Wealth 3.0's Vanguard Long-Term Bond ETF position peaked at $1.21M in Q2 2024.
410 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Drucker Wealth 3.0's 13F filing for Q4 2025, filed 3 Feb 2026.