Glass Jacobson Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Glass Jacobson Investment 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	-171	Closed	-$12.1K	–	584
2025 Q3	$12.1K	Buy	+171	New	+$11.9K	﹤0.01%	435
2025 Q2	–	Sell	-360	Closed	-$24.6K	–	596
2025 Q1	$24.6K	Hold	360	–	–	0.01%	480
2024 Q4	$24.6K	Hold	360	–	–	0.01%	480
2024 Q3	$27.1K	Hold	360	–	–	0.01%	450
2024 Q2	$25.3K	Hold	360	–	–	0.01%	447
2024 Q1	$26K	Hold	360	–	–	0.01%	447
2023 Q4	$26.8K	Hold	360	–	–	0.01%	414
2023 Q3	$24.1K	Buy	+360	New	+$25.7K	0.01%	411

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 $20.9B AUM 19.34% 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 $21.9B AUM 68.6% 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

Glass Jacobson Investment Advisors's BLV Position: Q4 2025 in Review

Glass Jacobson Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 171 shares — an estimated $12.1K sold.

Glass Jacobson Investment Advisors first reported a position in BLV in Q3 2023 and held it in 8 quarters. The position peaked at $27.1K in Q3 2024. 409 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

Glass Jacobson Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 171 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $12.1K.
Glass Jacobson Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 8 quarters.
Glass Jacobson Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $27.1K in Q3 2024.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.