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 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 $374B AUM 17.66% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Focus Partners Wealth's BLV Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Long-Term Bond ETF (BLV) stake by 28% in Q1 2026, buying an estimated $323K and bringing the position to 21,128 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Focus Partners Wealth first reported a position in BLV in Q2 2024 and has held it in 8 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Focus Partners Wealth held 21,128 shares of Vanguard Long-Term Bond ETF worth $1.45M as of Q1 2026.
Focus Partners Wealth bought 4,631 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $323K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1453 holding.
Focus Partners Wealth first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.