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Global Wealth Management Investment Advisory’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Global Wealth Management Investment Advisory’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 		$876K Buy
12,714
+55
+0.4% +$3.77K 0.12% 113
2026
Q1 		$871K Sell
12,659
-567
-4% -$39.6K 0.14% 110
2025
Q4 		$919K Buy
13,226
+247
+2% +$17.5K 0.15% 106
2025
Q3 		$920K Buy
12,979
+96
+0.7% +$6.66K 0.15% 108
2025
Q2 		$896K Sell
12,883
-455
-3% -$31K 0.17% 104
2025
Q1 		$939K Buy
13,338
+16
+0.1% +$1.11K 0.19% 99
2024
Q4 		$912K Buy
13,322
+517
+4% +$36.9K 0.19% 99
2024
Q3 		$963K Buy
12,805
+1,648
+15% +$121K 0.21% 95
2024
Q2 		$784K Sell
11,157
-401
-3% -$28.1K 0.18% 93
2024
Q1 		$836K Sell
11,558
-944
-8% -$68.1K 0.2% 93
2023
Q4 		$932K Sell
12,502
-461
-4% -$31.6K 0.24% 93
2023
Q3 		$869K Sell
12,963
-325
-2% -$23.2K 0.24% 94
2023
Q2 		$996K Sell
13,288
-482
-4% -$36.2K 0.27% 89
2023
Q1 		$1.06M Buy
13,770
+66
+0.5% +$4.99K 0.32% 80
2022
Q4 		$993K Sell
13,704
-25
-0.2% -$1.81K 0.32% 75
2022
Q3 		$988K Sell
13,729
-42
-0.3% -$3.32K 0.35% 77
2022
Q2 		$1.1M Sell
13,771
-406
-3% -$33.4K 0.37% 70
2022
Q1 		$1.3M Buy
14,177
+3,961
+39% +$378K 0.39% 73
2021
Q4 		$1.05M Sell
10,216
-197
-2% -$20.4K 0.32% 82
2021
Q3 		$1.07M Buy
10,413
+154
+2% +$16.2K 0.34% 79
2021
Q2 		$1.06M Buy
10,259
+564
+6% +$56.4K 0.35% 77
2021
Q1 		$951K Buy
9,695
+1,144
+13% +$117K 0.34% 77
2020
Q4 		$937K Buy
8,551
+110
+1% +$12.2K 0.36% 72
2020
Q3 		$944K Buy
8,441
+110
+1% +$12.5K 0.41% 69
2020
Q2 		$930K Sell
8,331
-877
-10% -$95.8K 0.4% 71
2020
Q1 		$983K Buy
9,208
+166
+2% +$17.3K 0.5% 63
2019
Q4 		$907K Buy
9,042
+220
+2% +$22.3K 0.38% 71
2019
Q3 		$906K Buy
8,822
+94
+1% +$9.45K 0.41% 66
2019
Q2 		$847K Buy
8,728
+40
+0.5% +$3.71K 0.41% 67
2019
Q1 		$801K Buy
8,688
+412
+5% +$36.5K 0.42% 67
2018
Q4 		$724K Buy
+8,276
New +$706K 0.42% 72

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Wealth Management Investment Advisory's BLV Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.43% in Q2 2026, buying an estimated $3.77K and bringing the position to 12,714 shares worth $876K. The position accounts for 0.12% of the portfolio, ranked #113.

Global Wealth Management Investment Advisory first reported a position in BLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.3M in Q1 2022. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Global Wealth Management Investment Advisory held 12,714 shares of Vanguard Long-Term Bond ETF worth $876K as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 55 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $3.77K.
  • Vanguard Long-Term Bond ETF made up 0.12% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #113 holding.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's Vanguard Long-Term Bond ETF position peaked at $1.3M in Q1 2022.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.