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FSB Premier Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

FSB Premier Wealth 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
2026
Q1 		$1.02M Buy
14,897
+559
+4% +$39K 0.32% 78
2025
Q4 		$997K Sell
14,338
-1,501
-9% -$106K 0.32% 80
2025
Q3 		$1.12M Buy
15,839
+35
+0.2% +$2.43K 0.37% 74
2025
Q2 		$1.1M Sell
15,804
-584
-4% -$39.8K 0.39% 72
2025
Q1 		$1.15M Sell
16,388
-1,060
-6% -$73.6K 0.45% 62
2024
Q4 		$1.19M Sell
17,448
-141
-0.8% -$10.1K 0.48% 51
2024
Q3 		$1.32M Sell
17,589
-895
-5% -$65.8K 0.54% 45
2024
Q2 		$1.3M Sell
18,484
-735
-4% -$51.5K 0.59% 40
2024
Q1 		$1.39M Buy
19,219
+1,242
+7% +$89.6K 0.65% 34
2023
Q4 		$1.34M Buy
17,977
+141
+0.8% +$9.66K 0.67% 32
2023
Q3 		$1.2M Buy
17,836
+157
+0.9% +$11.2K 0.67% 32
2023
Q2 		$1.32M Sell
17,679
-401
-2% -$30.1K 0.72% 33
2023
Q1 		$1.39M Sell
18,080
-885
-5% -$66.9K 0.77% 30
2022
Q4 		$1.37M Sell
18,965
-792
-4% -$57.3K 0.75% 34
2022
Q3 		$1.42M Sell
19,757
-704
-3% -$55.7K 0.83% 33
2022
Q2 		$1.63M Sell
20,461
-1,443
-7% -$119K 0.9% 31
2022
Q1 		$1.84M Sell
21,904
-1,125
-5% -$107K 0.92% 30
2021
Q4 		$2.37M Sell
23,029
-1,329
-5% -$137K 0.99% 26
2021
Q3 		$2.49M Buy
24,358
+576
+2% +$60.5K 1.25% 23
2021
Q2 		$2.45M Buy
23,782
+207
+0.9% +$20.7K 1.25% 22
2021
Q1 		$2.31M Buy
23,575
+6,659
+39% +$683K 1.25% 22
2020
Q4 		$1.85M Buy
+16,916
New +$1.88M 0.99% 28

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

FSB Premier Wealth Management's BLV Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 3.9% in Q1 2026, buying an estimated $39K and bringing the position to 14,897 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #78.

FSB Premier Wealth Management first reported a position in BLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.49M in Q3 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • FSB Premier Wealth Management held 14,897 shares of Vanguard Long-Term Bond ETF worth $1.02M as of Q1 2026.
  • FSB Premier Wealth Management bought 559 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $39K.
  • Vanguard Long-Term Bond ETF made up 0.32% of FSB Premier Wealth Management's portfolio in Q1 2026, its #78 holding.
  • FSB Premier Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's Vanguard Long-Term Bond ETF position peaked at $2.49M in Q3 2021.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.