FFA
BLV icon

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

Florida Financial 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
2025
Q3 		– Sell
-3,632
Closed -$253K – 265
2025
Q2 		$253K Buy
+3,632
New +$248K 0.08% 223
2024
Q4 		– Sell
-4,609
Closed -$346K – 200
2024
Q3 		$346K Buy
+4,609
New +$339K 0.18% 108
2024
Q1 		– Sell
-3,474
Closed -$259K – 127
2023
Q4 		$259K Buy
+3,474
New +$238K 0.24% 86

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Florida Financial Advisors's BLV Position: Q3 2025 in Review

Florida Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 3,632 shares — an estimated $253K sold.

Florida Financial Advisors first reported a position in BLV in Q4 2023 and held it in 3 quarters. The position peaked at $346K in Q3 2024. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

  • Florida Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Florida Financial Advisors sold 3,632 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $253K.
  • Florida Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 3 quarters.
  • Florida Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $346K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Florida Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.