Fischer Investment Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Fischer Investment Strategies’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	–	Sell	-4,063	Closed	-$282K	–	48
2025 Q4	$282K	Buy	+4,063	New	+$288K	0.16%	45
2024 Q3	–	Sell	-3,441	Closed	-$242K	–	31
2024 Q2	$242K	Sell	3,441 -77,818	-96%	-$5.45M	0.24%	22
2024 Q1	$5.88M	Sell	81,259 -119,654	-60%	-$8.63M	5.14%	7
2023 Q4	$15M	Buy	200,913 +45,454	+29%	+$3.11M	11.33%	2
2023 Q3	$10.4M	Sell	155,459 -2,739	-2%	-$195K	10.58%	4
2023 Q2	$11.9M	Buy	+158,198	New	+$11.9M	10.87%	4

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 $3.45B 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 $609B AUM 40.19% 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

Fischer Investment Strategies's BLV Position: Q1 2026 in Review

Fischer Investment Strategies sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 4,063 shares — an estimated $282K sold.

Fischer Investment Strategies first reported a position in BLV in Q2 2023 and held it in 6 quarters. The position peaked at $15M in Q4 2023. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Fischer Investment Strategies reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Fischer Investment Strategies sold 4,063 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $282K.
Fischer Investment Strategies first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 6 quarters.
Fischer Investment Strategies's Vanguard Long-Term Bond ETF position peaked at $15M in Q4 2023.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Fischer Investment Strategies's 13F filing for Q1 2026, filed 4 Jun 2026.