Financial Gravity Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Financial Gravity Asset Management’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	$138	Buy	+2	New	+$140	﹤0.01%	858
2025 Q4	–	Sell	-2	Closed	-$142	–	785
2025 Q3	$142	Buy	+2	New	+$139	﹤0.01%	885
2025 Q1	$704	Buy	+10	New	+$694	﹤0.01%	908
2024 Q2	$11K	Sell	157 -264	-63%	-$18.5K	﹤0.01%	465
2024 Q1	$31.1K	Sell	421 -149	-26%	-$10.8K	0.01%	318
2023 Q4	$42.6K	Buy	+570	New	+$39.1K	0.01%	277
2021 Q3	$102K	Sell	272 -1	-0.4%	-$105	0.05%	347
2021 Q2	$103K	Buy	+273	New	+$27.3K	0.04%	338
2020 Q4	$35K	Buy	+320	New	+$35.6K	0.03%	99
2019 Q4	$100K	Sell	2,897 -1,574	-35%	-$159K	0.07%	320
2019 Q3	$459K	Sell	4,471 -754	-14%	-$75.8K	0.4%	58
2019 Q2	$507K	Sell	5,225 -1,162	-18%	-$108K	0.42%	66
2019 Q1	$581K	Buy	+6,387	New	+$566K	0.47%	54
2018 Q3	$1.34M	Buy	15,794 +1,442	+10%	+$128K	1.4%	16
2018 Q2	$1.27M	Buy	14,352 +1,681	+13%	+$149K	1.19%	17
2018 Q1	$1.11M	Buy	+12,671	New	+$1.15M	1.14%	17

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Gravity Asset Management's BLV Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q1 2026: 2 shares worth $138. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in BLV as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in BLV in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.34M in Q3 2018. 412 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Financial Gravity Asset Management held 2 shares of Vanguard Long-Term Bond ETF worth $138 as of Q1 2026.
Vanguard Long-Term Bond ETF was a new Financial Gravity Asset Management position in Q1 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #858 holding.
Financial Gravity Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Vanguard Long-Term Bond ETF position peaked at $1.34M in Q3 2018.
412 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.