FIC
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Family Investment Center’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Family Investment Center’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
Q2 		– Sell
-3,184
Closed -$224K – 94
2025
Q1 		$224K Sell
3,184
-184,583
-98% -$12.8M 0.05% 71
2024
Q4 		$12.8M Sell
187,767
-61,726
-25% -$4.41M 3.26% 11
2024
Q3 		$18.8M Buy
249,493
+245,247
+5,776% +$18M 4.71% 9
2024
Q2 		$298K Buy
+4,246
New +$297K 0.09% 63

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LPL Financial
LPL Financial San Diego, California $377B 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 $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Family Investment Center's BLV Position: Q2 2025 in Review

Family Investment Center sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 3,184 shares — an estimated $224K sold.

Family Investment Center first reported a position in BLV in Q2 2024 and held it in 4 quarters. The position peaked at $18.8M in Q3 2024. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

  • Family Investment Center reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Family Investment Center sold 3,184 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $224K.
  • Family Investment Center first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and held it in 4 quarters.
  • Family Investment Center's Vanguard Long-Term Bond ETF position peaked at $18.8M in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Family Investment Center's 13F filing for Q2 2025, filed 15 Jul 2025.