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Dynamic Advisor Solutions’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-8,659
Closed -$596K – 1048
2026
Q1 		$596K Buy
8,659
+1
+0% +$70 0.02% 593
2025
Q4 		$602K Buy
+8,658
New +$613K 0.02% 583

Other funds holding BLV

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Dynamic Advisor Solutions's BLV Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 8,659 shares — an estimated $596K sold.

Dynamic Advisor Solutions first reported a position in BLV in Q4 2025 and held it in 2 quarters. The position peaked at $602K in Q4 2025. 66 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,659 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $596K.
  • Dynamic Advisor Solutions first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Vanguard Long-Term Bond ETF position peaked at $602K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.