EverSource Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

EverSource Wealth 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	$8.54M	Sell	123,953 -107,680	-46%	-$7.39M	0.29%	74
2026 Q1	$15.9M	Buy	231,633 +113,717	+96%	+$7.94M	0.49%	45
2025 Q4	$8.2M	Buy	117,916 +4,467	+4%	+$316K	0.3%	75
2025 Q3	$8.04M	Sell	113,449 -534	-0.5%	-$37.1K	0.32%	76
2025 Q2	$7.93M	Sell	113,983 -849	-0.7%	-$57.9K	0.36%	68
2025 Q1	$8.09M	Buy	114,832 +1,315	+1%	+$91.3K	0.44%	55
2024 Q4	$7.77M	Buy	113,517 +8,721	+8%	+$623K	0.44%	55
2024 Q3	$7.88M	Buy	104,796 +1,701	+2%	+$125K	0.5%	51
2024 Q2	$7.46M	Buy	103,095 +7,918	+8%	+$554K	0.5%	49
2024 Q1	$6.49M	Buy	95,177 +21,383	+29%	+$1.54M	0.51%	49
2023 Q4	$5.5M	Buy	73,794 +8,305	+13%	+$569K	0.5%	48
2023 Q3	$4.39M	Buy	65,489 +13,807	+27%	+$984K	0.47%	57
2023 Q2	$3.87M	Buy	51,682 +6,078	+13%	+$456K	0.43%	62
2023 Q1	$3.5M	Buy	45,604 +9,538	+26%	+$721K	0.44%	60
2022 Q4	$2.61M	Buy	36,066 +13,411	+59%	+$971K	0.4%	63
2022 Q3	$1.63M	Buy	22,655 +14,222	+169%	+$1.12M	0.37%	47
2022 Q2	$672K	Buy	8,433 +264	+3%	+$21.7K	0.17%	109
2022 Q1	$749K	Buy	8,169 +588	+8%	+$56.1K	0.19%	105
2021 Q4	$780K	Buy	+7,581	New	+$784K	0.22%	73

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

EverSource Wealth Advisors's BLV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 46% in Q2 2026, selling an estimated $7.39M and leaving 123,953 shares worth $8.54M. The position accounts for 0.29% of the portfolio, ranked #74.

EverSource Wealth Advisors first reported a position in BLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q1 2026. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

EverSource Wealth Advisors held 123,953 shares of Vanguard Long-Term Bond ETF worth $8.54M as of Q2 2026.
EverSource Wealth Advisors sold 107,680 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $7.39M.
Vanguard Long-Term Bond ETF made up 0.29% of EverSource Wealth Advisors's portfolio in Q2 2026, its #74 holding.
EverSource Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $15.9M in Q1 2026.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.