Fourth Dimension Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Fourth Dimension 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	$2.76K	Hold	40	–	–	﹤0.01%	590
2026 Q1	$2.75K	Hold	40	–	–	﹤0.01%	514
2025 Q4	$2.78K	Hold	40	–	–	﹤0.01%	526
2025 Q3	$2.83K	Hold	40	–	–	﹤0.01%	516
2025 Q2	$2.78K	Hold	40	–	–	﹤0.01%	523
2025 Q1	$2.82K	Hold	40	–	–	﹤0.01%	532
2024 Q4	$2.74K	Buy	+40	New	+$2.85K	﹤0.01%	535

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

Fourth Dimension Wealth's BLV Position: Q2 2026 in Review

Fourth Dimension Wealth held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 40 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Fourth Dimension Wealth first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.83K in Q3 2025. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Fourth Dimension Wealth held 40 shares of Vanguard Long-Term Bond ETF worth $2.76K as of Q2 2026.
Fourth Dimension Wealth left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #590 holding.
Fourth Dimension Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Vanguard Long-Term Bond ETF position peaked at $2.83K in Q3 2025.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.