FPC Investment Advisory’s Vanguard Long-Term Bond ETF BLV Stock Holding History

FPC Investment 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 Q1	$1.24M	Sell	17,911 -2,375	-12%	-$166K	0.62%	17
2025 Q4	$1.41M	Sell	20,286 -834	-4%	-$59K	0.77%	17
2025 Q3	$1.5M	Sell	21,120 -660	-3%	-$45.8K	0.9%	15
2025 Q2	$1.51M	Buy	21,780 +6,906	+46%	+$471K	0.94%	14
2025 Q1	$1.01M	Sell	14,874 -10,292	-41%	-$714K	0.69%	15
2024 Q4	$1.73M	Sell	25,166 -2,503	-9%	-$179K	1.27%	14
2024 Q3	$2.02M	Sell	27,669 -1,627	-6%	-$120K	1.72%	14
2024 Q2	$2.11M	Buy	29,296 +324	+1%	+$22.7K	1.9%	15
2024 Q1	$1.98M	Buy	+28,972	New	+$2.09M	1.95%	15

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 $21.9B AUM 68.6% 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

FPC Investment Advisory's BLV Position: Q1 2026 in Review

FPC Investment Advisory reduced its Vanguard Long-Term Bond ETF (BLV) stake by 12% in Q1 2026, selling an estimated $166K and leaving 17,911 shares worth $1.24M. The position accounts for 0.62% of the portfolio, ranked #17.

FPC Investment Advisory first reported a position in BLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.11M in Q2 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

FPC Investment Advisory held 17,911 shares of Vanguard Long-Term Bond ETF worth $1.24M as of Q1 2026.
FPC Investment Advisory sold 2,375 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $166K.
Vanguard Long-Term Bond ETF made up 0.62% of FPC Investment Advisory's portfolio in Q1 2026, its #17 holding.
FPC Investment Advisory first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
FPC Investment Advisory's Vanguard Long-Term Bond ETF position peaked at $2.11M in Q2 2024.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on FPC Investment Advisory's 13F filing for Q1 2026, filed 4 May 2026.