Elevated Capital Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Elevated Capital Advisors’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	$3.12M	Buy	45,268 +2,138	+5%	+$147K	0.86%	31
2026 Q1	$2.97M	Buy	43,130 +868	+2%	+$60.6K	0.75%	31
2025 Q4	$2.94M	Sell	42,262 -1,447	-3%	-$102K	0.68%	34
2025 Q3	$3.1M	Sell	43,709 -3,245	-7%	-$225K	0.77%	33
2025 Q2	$3.31M	Hold	46,954	–	–	0.93%	26
2025 Q1	$3.31M	Sell	46,954 -7,798	-14%	-$541K	0.93%	26
2024 Q4	$3.75M	Buy	54,752 +22,596	+70%	+$1.61M	1.02%	22
2024 Q3	$2.42M	Sell	32,156 -462	-1%	-$34K	0.64%	35
2024 Q2	$2.29M	Buy	32,618 +120	+0.4%	+$8.4K	0.64%	42
2024 Q1	$2.35M	Buy	32,498 +4,854	+18%	+$350K	0.67%	47
2023 Q4	$2.06M	Buy	27,644 +1,096	+4%	+$75.1K	0.64%	51
2023 Q3	$1.78M	Buy	26,548 +2,220	+9%	+$158K	0.61%	55
2023 Q2	$1.82M	Buy	24,328 +2,817	+13%	+$211K	0.61%	51
2023 Q1	$1.65M	Buy	21,511 +3,373	+19%	+$255K	0.59%	57
2022 Q4	$1.31M	Buy	18,138 +1,839	+11%	+$133K	0.5%	71
2022 Q3	$1.17M	Buy	+16,299	New	+$1.29M	0.46%	78
2021 Q1	–	Sell	-38,976	Closed	-$4.27M	–	162
2020 Q4	$4.27M	Sell	38,976 -49	-0.1%	-$5.46K	1.85%	11
2020 Q3	$4.27M	Sell	39,025 -1,881	-5%	-$214K	2%	8
2020 Q2	$4.65M	Buy	+40,906	New	+$4.47M	2.19%	9
2019 Q4	$2.8M	Buy	+27,942	New	+$2.83M	3.12%	3
2019 Q1	$4.78M	Buy	+43,203	New	+$3.83M	3.16%	4

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

Elevated Capital Advisors's BLV Position: Q2 2026 in Review

Elevated Capital Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 5% in Q2 2026, buying an estimated $147K and bringing the position to 45,268 shares worth $3.12M. The position accounts for 0.86% of the portfolio, ranked #31.

Elevated Capital Advisors first reported a position in BLV in Q1 2019 and has held it in 21 quarters since. The position peaked at $4.78M in Q1 2019. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Elevated Capital Advisors held 45,268 shares of Vanguard Long-Term Bond ETF worth $3.12M as of Q2 2026.
Elevated Capital Advisors bought 2,138 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $147K.
Vanguard Long-Term Bond ETF made up 0.86% of Elevated Capital Advisors's portfolio in Q2 2026, its #31 holding.
Elevated Capital Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2019 and has held it in 21 quarters since.
Elevated Capital Advisors's Vanguard Long-Term Bond ETF position peaked at $4.78M in Q1 2019.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.