GWMI
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Guardian Wealth Management (Illinois)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-1,489
Closed -$105K – 77
2025
Q1 		$105K Buy
1,489
+90
+6% +$6.25K 0.07% 78
2024
Q4 		$95.8K Sell
1,399
-142
-9% -$10.1K 0.07% 90
2024
Q3 		$116K Sell
1,541
-156
-9% -$11.5K 0.08% 79
2024
Q2 		$119K Sell
1,697
-1
-0.1% -$70 0.09% 76
2024
Q1 		$123K Sell
1,698
-515
-23% -$37.2K 0.09% 82
2023
Q4 		$165K Buy
2,213
+138
+7% +$9.46K 0.14% 71
2023
Q3 		$139K Buy
2,075
+222
+12% +$15.8K 0.13% 75
2023
Q2 		$139K Sell
1,853
-204
-10% -$15.3K 0.13% 74
2023
Q1 		$158K Sell
2,057
-1,110
-35% -$83.9K 0.15% 78
2022
Q4 		$229K Buy
3,167
+1,429
+82% +$103K 0.23% 72
2022
Q3 		$125K Buy
1,738
+93
+6% +$7.35K 0.14% 80
2022
Q2 		$131K Buy
1,645
+16
+1% +$1.32K 0.14% 81
2022
Q1 		$149K Buy
1,629
+358
+28% +$34.1K 0.15% 84
2021
Q4 		$131K Buy
+1,271
New +$131K 0.13% 78

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BLV Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 1,489 shares — an estimated $105K sold.

Guardian Wealth Management (Illinois) first reported a position in BLV in Q4 2021 and held it in 14 quarters. The position peaked at $229K in Q4 2022. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,489 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $105K.
  • Guardian Wealth Management (Illinois) first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Vanguard Long-Term Bond ETF position peaked at $229K in Q4 2022.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.