Financial Engines Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Financial Engines 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 Q1	$1.58M	Sell	22,933 -1,490	-6%	-$104K	﹤0.01%	251
2025 Q4	$1.7M	Sell	24,423 -181	-0.7%	-$12.8K	﹤0.01%	253
2025 Q3	$1.74M	Buy	24,604 +1,404	+6%	+$97.4K	﹤0.01%	249
2025 Q2	$1.61M	Sell	23,200 -317	-1%	-$21.6K	﹤0.01%	240
2025 Q1	$1.66M	Sell	23,517 -547	-2%	-$38K	﹤0.01%	206
2024 Q4	$1.65M	Buy	24,064 +770	+3%	+$55K	﹤0.01%	215
2024 Q3	$1.75M	Sell	23,294 -1,039	-4%	-$76.4K	﹤0.01%	187
2024 Q2	$1.71M	Sell	24,333 -3,160	-11%	-$221K	﹤0.01%	179
2024 Q1	$1.99M	Sell	27,493 -7,102	-21%	-$512K	﹤0.01%	161
2023 Q4	$2.58M	Buy	34,595 +26,006	+303%	+$1.78M	0.01%	132
2023 Q3	$576K	Sell	8,589 -42,076	-83%	-$3M	﹤0.01%	197
2023 Q2	$3.8M	Buy	50,665 +2,334	+5%	+$175K	0.01%	98
2023 Q1	$3.7M	Sell	48,331 -82,626	-63%	-$6.25M	0.01%	101
2022 Q4	$9.49M	Buy	130,957 +100,762	+334%	+$7.29M	0.03%	81
2022 Q3	$2.17M	Buy	30,195 +2,885	+11%	+$228K	0.01%	118
2022 Q2	$2.18M	Buy	27,310 +13,723	+101%	+$1.13M	0.01%	117
2022 Q1	$1.25M	Buy	13,587 +7,451	+121%	+$711K	﹤0.01%	144
2021 Q4	$632K	Buy	+6,136	New	+$634K	﹤0.01%	139

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors's BLV Position: Q1 2026 in Review

Financial Engines Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 6.1% in Q1 2026, selling an estimated $104K and leaving 22,933 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Financial Engines Advisors first reported a position in BLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.49M in Q4 2022. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Financial Engines Advisors held 22,933 shares of Vanguard Long-Term Bond ETF worth $1.58M as of Q1 2026.
Financial Engines Advisors sold 1,490 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $104K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #251 holding.
Financial Engines Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
Financial Engines Advisors's Vanguard Long-Term Bond ETF position peaked at $9.49M in Q4 2022.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.