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Foundations Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Foundations Investment 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
2026
Q1 		$376K Sell
5,472
-599
-10% -$41.8K ﹤0.01% 821
2025
Q4 		$422K Buy
6,071
+854
+16% +$60.4K 0.01% 766
2025
Q3 		$370K Buy
5,217
+1,743
+50% +$121K 0.01% 761
2025
Q2 		$242K Sell
3,474
-243
-7% -$16.6K ﹤0.01% 815
2025
Q1 		$262K Sell
3,717
-1,073
-22% -$74.5K ﹤0.01% 755
2024
Q4 		$328K Buy
4,790
+37
+0.8% +$2.64K 0.01% 641
2024
Q3 		$357K Buy
4,753
+267
+6% +$19.6K 0.01% 590
2024
Q2 		$315K Sell
4,486
-5,857
-57% -$410K 0.01% 598
2024
Q1 		$748K Sell
10,343
-4,811
-32% -$347K 0.02% 377
2023
Q4 		$1.13M Buy
15,154
+11,515
+316% +$789K 0.03% 293
2023
Q3 		$244K Sell
3,639
-28,136
-89% -$2.01M 0.01% 558
2023
Q2 		$2.38M Buy
31,775
+27,107
+581% +$2.04M 0.08% 177
2023
Q1 		$358K Sell
4,668
-113
-2% -$8.54K 0.01% 369
2022
Q4 		$346K Sell
4,781
-297
-6% -$21.5K 0.01% 324
2022
Q3 		$365K Buy
5,078
+1,430
+39% +$113K 0.02% 296
2022
Q2 		$292K Buy
3,648
+1,075
+42% +$88.5K 0.01% 305
2022
Q1 		$218K Sell
2,573
-5,187
-67% -$495K 0.01% 328
2021
Q4 		$777K Sell
7,760
-20,331
-72% -$2.1M 0.03% 149
2021
Q3 		$2.86M Buy
28,091
+24,313
+644% +$2.55M 0.13% 60
2021
Q2 		$393K Sell
3,778
-91
-2% -$9.1K 0.02% 198
2021
Q1 		$381K Buy
3,869
+8
+0.2% +$821 0.02% 153
2020
Q4 		$410K Sell
3,861
-847
-18% -$94.3K 0.03% 128
2020
Q3 		$526K Sell
4,708
-608,619
-99% -$69.3M 0.12% 103
2020
Q2 		$68.7M Buy
613,327
+610,601
+22,399% +$66.7M 6.08% 8
2020
Q1 		$287K Buy
+2,726
New +$285K 0.03% 94

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
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Foundations Investment Advisors's BLV Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 9.9% in Q1 2026, selling an estimated $41.8K and leaving 5,472 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Foundations Investment Advisors first reported a position in BLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $68.7M in Q2 2020. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Foundations Investment Advisors held 5,472 shares of Vanguard Long-Term Bond ETF worth $376K as of Q1 2026.
  • Foundations Investment Advisors sold 599 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $41.8K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #821 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Foundations Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $68.7M in Q2 2020.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.