Estate Counselors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Estate Counselors’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	-7,905	Closed	-$560K	–	93
2025 Q3	$560K	Hold	7,905	–	–	0.05%	75
2025 Q2	$550K	Buy	+7,905	New	+$539K	0.05%	69
2024 Q2	–	Sell	-25,975	Closed	-$1.88M	–	114
2024 Q1	$1.88M	Buy	+25,975	New	+$1.87M	0.22%	48
2022 Q4	–	Sell	-140	Closed	-$10K	–	145
2022 Q3	$10K	Buy	+140	New	+$11.1K	﹤0.01%	162
2022 Q2	–	Sell	-2,700	Closed	-$247K	–	171
2022 Q1	$247K	Buy	+2,700	New	+$257K	0.03%	116
2017 Q2	–	Sell	-60,400	Closed	-$5.44M	–	60
2017 Q1	$5.44M	Buy	60,400 +3,900	+7%	+$350K	1.41%	25
2016 Q4	$5.04M	Buy	+56,500	New	+$5.2M	1.39%	27

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

Estate Counselors's BLV Position: Q4 2025 in Review

Estate Counselors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 7,905 shares — an estimated $560K sold.

Estate Counselors first reported a position in BLV in Q4 2016 and held it in 7 quarters. The position peaked at $5.44M in Q1 2017. 410 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

Estate Counselors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Estate Counselors sold 7,905 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $560K.
Estate Counselors first reported a position in Vanguard Long-Term Bond ETF in Q4 2016 and held it in 7 quarters.
Estate Counselors's Vanguard Long-Term Bond ETF position peaked at $5.44M in Q1 2017.
410 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Estate Counselors's 13F filing for Q4 2025, filed 2 Feb 2026.