Gateway Wealth Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Gateway Wealth Partners’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	$343K	Sell	4,970 -4,681	-49%	-$321K	0.02%	588
2026 Q1	$664K	Buy	+9,651	New	+$674K	0.03%	475
2025 Q3	–	Sell	-4,840	Closed	-$337K	–	411
2025 Q2	$337K	Buy	4,840 +205	+4%	+$14K	0.06%	260
2025 Q1	$326K	Buy	4,635 +86	+2%	+$5.97K	0.07%	238
2024 Q4	$311K	Sell	4,549 -453	-9%	-$32.3K	0.08%	224
2024 Q3	$376K	Buy	+5,002	New	+$368K	0.1%	182

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

Gateway Wealth Partners's BLV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Vanguard Long-Term Bond ETF (BLV) stake by 49% in Q2 2026, selling an estimated $321K and leaving 4,970 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #588.

Gateway Wealth Partners first reported a position in BLV in Q3 2024 and has held it in 6 quarters since. The position peaked at $664K in Q1 2026. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Gateway Wealth Partners held 4,970 shares of Vanguard Long-Term Bond ETF worth $343K as of Q2 2026.
Gateway Wealth Partners sold 4,681 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $321K.
Vanguard Long-Term Bond ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #588 holding.
Gateway Wealth Partners first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 6 quarters since.
Gateway Wealth Partners's Vanguard Long-Term Bond ETF position peaked at $664K in Q1 2026.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.