Global Financial Private Client’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Global Financial Private Client’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	$563K	Buy	8,174 +40	+0.5%	+$2.74K	0.15%	154
2026 Q1	$559K	Buy	8,134 +42	+0.5%	+$2.93K	0.18%	137
2025 Q4	$563K	Sell	8,092 -15	-0.2%	-$1.06K	0.2%	135
2025 Q3	$574K	Buy	8,107 +109	+1%	+$7.56K	0.2%	130
2025 Q2	$556K	Sell	7,998 -29	-0.4%	-$1.98K	0.21%	127
2025 Q1	$565K	Buy	8,027 +50	+0.6%	+$3.47K	0.22%	114
2024 Q4	$546K	Buy	7,977 +831	+12%	+$59.3K	0.2%	125
2024 Q3	$537K	Hold	7,146	–	–	0.21%	124
2024 Q2	$502K	Buy	7,146 +13	+0.2%	+$910	0.21%	118
2024 Q1	$506K	Sell	7,133 -2,783	-28%	-$201K	0.22%	117
2023 Q4	$740K	Buy	+9,916	New	+$679K	0.35%	82
2022 Q4	–	Sell	-14	Closed	-$1.06K	–	684
2022 Q3	$1.06K	Sell	14 -15	-52%	-$1.19K	﹤0.01%	575
2022 Q2	$2.33K	Sell	29 -9,628	-100%	-$792K	﹤0.01%	510
2022 Q1	$888K	Sell	9,657 -1,007	-9%	-$96K	0.43%	56
2021 Q4	$1.1M	Sell	10,664 -6	-0.1%	-$620	0.53%	43
2021 Q3	$1.1M	Buy	10,670 +1,267	+13%	+$133K	0.56%	42
2021 Q2	$968K	Sell	9,403 -5,381	-36%	-$538K	0.54%	46
2021 Q1	$1.46M	Buy	14,784 +872	+6%	+$89.5K	1.05%	21
2020 Q4	$1.53M	Buy	13,912 +168	+1%	+$18.7K	1.21%	20
2020 Q3	$1.54M	Buy	13,744 +134	+1%	+$15.3K	1.33%	20
2020 Q2	$1.52M	Buy	+13,610	New	+$1.49M	1.32%	18

Other funds holding BLV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Global Financial Private Client's BLV Position: Q2 2026 in Review

Global Financial Private Client increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.49% in Q2 2026, buying an estimated $2.74K and bringing the position to 8,174 shares worth $563K. The position accounts for 0.15% of the portfolio, ranked #154.

Global Financial Private Client first reported a position in BLV in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.54M in Q3 2020. 174 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Global Financial Private Client held 8,174 shares of Vanguard Long-Term Bond ETF worth $563K as of Q2 2026.
Global Financial Private Client bought 40 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $2.74K.
Vanguard Long-Term Bond ETF made up 0.15% of Global Financial Private Client's portfolio in Q2 2026, its #154 holding.
Global Financial Private Client first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and has held it in 21 quarters since.
Global Financial Private Client's Vanguard Long-Term Bond ETF position peaked at $1.54M in Q3 2020.
174 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.