EC
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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return