Forthright Family Wealth Advisory’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-5,541	Closed	-$401K	–	60
2026 Q1	$401K	Buy	+5,541	New	+$387K	0.27%	47
2025 Q2	–	Sell	-4,599	Closed	-$324K	–	51
2025 Q1	$324K	Sell	4,599 -889	-16%	-$61.7K	0.21%	41
2024 Q4	$376K	Buy	5,488 +1,986	+57%	+$142K	0.24%	40
2024 Q3	$255K	Sell	3,502 -2,014	-37%	-$148K	0.16%	50
2024 Q2	$388K	Sell	5,516 -25	-0.5%	-$1.75K	0.25%	46
2024 Q1	$401K	Buy	+5,541	New	+$400K	0.27%	47

Other funds holding BLV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Forthright Family Wealth Advisory's BLV Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 5,541 shares — an estimated $401K sold.

Forthright Family Wealth Advisory first reported a position in BLV in Q1 2024 and held it in 6 quarters. The position peaked at $401K in Q1 2026. 174 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 5,541 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $401K.
Forthright Family Wealth Advisory first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and held it in 6 quarters.
Forthright Family Wealth Advisory's Vanguard Long-Term Bond ETF position peaked at $401K in Q1 2026.
174 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.