Focus Partners Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Focus Partners Wealth’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	$2.49M	Buy	36,052 +14,924	+71%	+$1.02M	﹤0.01%	1268
2026 Q1	$1.45M	Buy	21,128 +4,631	+28%	+$323K	﹤0.01%	1453
2025 Q4	$1.15M	Buy	16,497 +11,142	+208%	+$788K	﹤0.01%	1574
2025 Q3	$379K	Sell	5,355 -578	-10%	-$40.1K	﹤0.01%	1727
2025 Q2	$413K	Sell	5,933 -1,056	-15%	-$72K	﹤0.01%	1535
2025 Q1	$492K	Sell	6,989 -2,119	-23%	-$147K	﹤0.01%	1354
2024 Q4	$623K	Sell	9,108 -1,518	-14%	-$108K	﹤0.01%	1226
2024 Q3	$799K	Sell	10,626 -1,182	-10%	-$86.9K	﹤0.01%	1006
2024 Q2	$830K	Buy	+11,808	New	+$827K	﹤0.01%	835

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 Partners Wealth's BLV Position: Q2 2026 in Review

Focus Partners Wealth increased its Vanguard Long-Term Bond ETF (BLV) stake by 71% in Q2 2026, buying an estimated $1.02M and bringing the position to 36,052 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Focus Partners Wealth first reported a position in BLV in Q2 2024 and has held it in 9 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Focus Partners Wealth held 36,052 shares of Vanguard Long-Term Bond ETF worth $2.49M as of Q2 2026.
Focus Partners Wealth bought 14,924 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.02M.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1268 holding.
Focus Partners Wealth first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.