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

FSA 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
2025 Q4	–	Sell	-5,280	Closed	-$374K	–	217
2025 Q3	$374K	Buy	+5,280	New	+$366K	0.3%	96
2025 Q2	–	Sell	-7,207	Closed	-$507K	–	181
2025 Q1	$507K	Buy	+7,207	New	+$500K	0.4%	85
2024 Q4	–	Sell	-7,152	Closed	-$536K	–	144
2024 Q3	$536K	Sell	7,152 -670	-9%	-$49.2K	0.53%	62
2024 Q2	$551K	Sell	7,822 -99	-1%	-$6.93K	0.57%	55
2024 Q1	$573K	Buy	7,921 +517	+7%	+$37.3K	0.61%	50
2023 Q4	$552K	Buy	+7,404	New	+$507K	0.68%	42

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FSA Advisors's BLV Position: Q4 2025 in Review

FSA Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 5,280 shares — an estimated $374K sold.

FSA Advisors first reported a position in BLV in Q4 2023 and held it in 6 quarters. The position peaked at $573K in Q1 2024. 409 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

FSA Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
FSA Advisors sold 5,280 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $374K.
FSA Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 6 quarters.
FSA Advisors's Vanguard Long-Term Bond ETF position peaked at $573K in Q1 2024.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on FSA Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.