Golden State Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Golden State 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	–	Sell	-37	Closed	-$2.64K	–	1629
2025 Q4	$2.64K	Hold	37	–	–	﹤0.01%	1345
2025 Q3	$2.65K	Buy	37 +1	+3%	+$69	﹤0.01%	1349
2025 Q2	$2.57K	Hold	36	–	–	﹤0.01%	1326
2025 Q1	$2.57K	Hold	36	–	–	﹤0.01%	1281
2024 Q4	$2.48K	Buy	+36	New	+$2.57K	﹤0.01%	1227
2020 Q3	–	Sell	-2,652	Closed	-$296K	–	434
2020 Q2	$296K	Buy	2,652 +1,752	+195%	+$191K	0.08%	172
2020 Q1	$96K	Buy	+900	New	+$94K	0.04%	253
2019 Q4	–	Sell	-10,128	Closed	-$1.04M	–	151
2019 Q3	$1.04M	Sell	10,128 -81	-0.8%	-$8.14K	0.34%	59
2019 Q2	$990K	Buy	10,209 +244	+2%	+$22.7K	0.31%	65
2019 Q1	$918K	Buy	+9,965	New	+$884K	0.31%	68

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Golden State Wealth Management's BLV Position: Q1 2026 in Review

Golden State Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 37 shares — an estimated $2.64K sold.

Golden State Wealth Management first reported a position in BLV in Q1 2019 and held it in 10 quarters. The position peaked at $1.04M in Q3 2019. 411 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Golden State Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 37 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $2.64K.
Golden State Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2019 and held it in 10 quarters.
Golden State Wealth Management's Vanguard Long-Term Bond ETF position peaked at $1.04M in Q3 2019.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.