Freedom Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Freedom Investment Management’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
2025 Q3	–	Sell	-20,492	Closed	-$1.43M	–	215
2025 Q2	$1.43M	Buy	20,492 +626	+3%	+$42.7K	0.11%	159
2025 Q1	$1.4M	Buy	19,866 +660	+3%	+$45.8K	0.12%	159
2024 Q4	$1.31M	Sell	19,206 -586	-3%	-$41.8K	0.11%	175
2024 Q3	$1.49M	Sell	19,792 -1,582	-7%	-$116K	0.12%	156
2024 Q2	$1.5M	Sell	21,374 -15,402	-42%	-$1.08M	0.12%	158
2024 Q1	$2.66M	Sell	36,776 -6,262	-15%	-$452K	0.21%	85
2023 Q4	$3.21M	Sell	43,038 -2,854	-6%	-$196K	0.26%	69
2023 Q3	$3.08M	Sell	45,892 -4,002	-8%	-$285K	0.38%	50
2023 Q2	$3.74M	Sell	49,894 -1,121	-2%	-$84.2K	0.42%	42
2023 Q1	$3.91M	Buy	51,015 +465	+0.9%	+$35.2K	0.44%	43
2022 Q4	$3.66M	Sell	50,550 -1,390	-3%	-$101K	0.41%	49
2022 Q3	$3.74M	Sell	51,940 -3,188	-6%	-$252K	0.43%	50
2022 Q2	$4.39M	Sell	55,128 -7,406	-12%	-$610K	0.47%	43
2022 Q1	$5.73M	Buy	62,534 +9,900	+19%	+$944K	0.51%	32
2021 Q4	$5.42M	Buy	52,634 +7,463	+17%	+$771K	0.4%	47
2021 Q3	$4.62M	Buy	45,171 +698	+2%	+$73.3K	0.35%	49
2021 Q2	$4.58M	Sell	44,473 -1,340	-3%	-$134K	0.34%	52
2021 Q1	$4.5M	Sell	45,813 -3,085	-6%	-$317K	0.35%	58
2020 Q4	$5.36M	Sell	48,898 -1,696	-3%	-$189K	0.59%	32
2020 Q3	$5.66M	Sell	50,594 -676	-1%	-$77K	0.62%	25
2020 Q2	$5.72M	Sell	51,270 -5,655	-10%	-$618K	0.62%	27
2020 Q1	$5.98M	Sell	56,925 -2,431	-4%	-$254K	0.53%	34
2019 Q4	$5.96M	Sell	59,356 -278	-0.5%	-$28.2K	0.52%	30
2019 Q3	$6.12M	Sell	59,634 -3,474	-6%	-$349K	0.53%	30
2019 Q2	$6.13M	Sell	63,108 -891	-1%	-$82.7K	0.51%	32
2019 Q1	$5.9M	Sell	63,999 -64,790	-50%	-$5.75M	0.47%	37
2018 Q4	$11.3M	Sell	128,789 -1,389	-1%	-$118K	0.88%	16
2018 Q3	$11.5M	Sell	130,178 -540	-0.4%	-$47.8K	0.72%	15
2018 Q2	$11.6M	Buy	130,718 +11,189	+9%	+$991K	0.7%	16
2018 Q1	$10.9M	Buy	119,529 +8,152	+7%	+$743K	0.55%	22
2017 Q4	$10.6M	Buy	111,377 +7,265	+7%	+$683K	0.54%	22
2017 Q3	$9.76M	Buy	104,112 +11,143	+12%	+$1.04M	0.54%	24
2017 Q2	$8.66M	Buy	92,969 +11,248	+14%	+$1.03M	0.49%	24
2017 Q1	$7.36M	Buy	81,721 +7,443	+10%	+$667K	0.43%	28
2016 Q4	$6.62M	Buy	74,278 +25,031	+51%	+$2.3M	0.42%	29
2016 Q3	$4.86M	Buy	49,247 +5,409	+12%	+$535K	0.31%	37
2016 Q2	$4.3M	Buy	43,838 +14,418	+49%	+$1.36M	0.29%	32
2016 Q1	$2.74M	Buy	29,420 +12,481	+74%	+$1.12M	0.2%	49
2015 Q4	$1.47M	Buy	16,939 +9,854	+139%	+$873K	0.11%	134
2015 Q3	$225K	Sell	7,085 -2,859	-29%	-$254K	0.02%	583
2015 Q2	$871K	Buy	9,944 +1,634	+20%	+$149K	0.09%	185
2015 Q1	$800K	Buy	8,310 +858	+12%	+$82.7K	0.09%	184
2014 Q4	$703K	Buy	7,452 +395	+6%	+$36.5K	0.09%	204
2014 Q3	$637K	Buy	7,057 +1,100	+18%	+$99.3K	0.11%	183
2014 Q2	$536K	Buy	5,957 +608	+11%	+$53.8K	0.09%	216
2014 Q1	$464K	Buy	5,349 +360	+7%	+$30.6K	0.1%	200
2013 Q4	$407K	Sell	4,989 -442	-8%	-$36.6K	0.1%	199
2013 Q3	$451K	Sell	5,431 -506	-9%	-$42K	0.13%	140
2013 Q2	$506K	Buy	+5,937	New	+$540K	0.17%	104