Focus Financial Network’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Focus Financial Network’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 Q2	$2.62M	Buy	37,963 +25	+0.1%	+$1.72K	0.08%	192
2026 Q1	$2.61M	Buy	37,938 +8,485	+29%	+$592K	0.09%	172
2025 Q4	$2.05M	Sell	29,453 -609	-2%	-$43.1K	0.07%	209
2025 Q3	$2.13M	Sell	30,062 -581	-2%	-$40.3K	0.08%	194
2025 Q2	$2.13M	Sell	30,643 -3,774	-11%	-$257K	0.08%	181
2025 Q1	$2.42M	Sell	34,417 -153	-0.4%	-$10.6K	0.1%	158
2024 Q4	$2.37M	Buy	34,570 +431	+1%	+$30.8K	0.09%	162
2024 Q3	$2.57M	Buy	34,139 +6,176	+22%	+$454K	0.1%	151
2024 Q2	$2.02M	Buy	27,963 +2,275	+9%	+$159K	0.09%	176
2024 Q1	$1.76M	Buy	25,688 +4,672	+22%	+$337K	0.09%	180
2023 Q4	$1.57M	Buy	21,016 +1,553	+8%	+$106K	0.06%	240
2023 Q3	$1.31M	Buy	19,463 +1,623	+9%	+$116K	0.07%	194
2023 Q2	$1.34M	Buy	+17,840	New	+$1.34M	0.07%	198

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Focus Financial Network's BLV Position: Q2 2026 in Review

Focus Financial Network increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.07% in Q2 2026, buying an estimated $1.72K and bringing the position to 37,963 shares worth $2.62M. The position accounts for 0.08% of the portfolio, ranked #192.

Focus Financial Network first reported a position in BLV in Q2 2023 and has held it in 13 quarters since. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Focus Financial Network held 37,963 shares of Vanguard Long-Term Bond ETF worth $2.62M as of Q2 2026.
Focus Financial Network bought 25 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.72K.
Vanguard Long-Term Bond ETF made up 0.08% of Focus Financial Network's portfolio in Q2 2026, its #192 holding.
Focus Financial Network first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.