GWN Securities’s Vanguard Long-Term Bond ETF BLV Stock Holding History

GWN Securities’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	$825K	Sell	11,971 -93	-0.8%	-$6.38K	0.14%	193
2026 Q1	$830K	Buy	12,064 +1,697	+16%	+$118K	0.16%	160
2025 Q4	$721K	Buy	10,367 +949	+10%	+$67.2K	0.15%	170
2025 Q3	$669K	Sell	9,418 -7,782	-45%	-$540K	0.15%	157
2025 Q2	$1.2M	Buy	17,200 +8,107	+89%	+$553K	0.22%	99
2025 Q1	$640K	Buy	9,093 +4,077	+81%	+$283K	0.04%	401
2024 Q4	$343K	Buy	+5,016	New	+$358K	0.09%	216

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

GWN Securities's BLV Position: Q2 2026 in Review

GWN Securities reduced its Vanguard Long-Term Bond ETF (BLV) stake by 0.77% in Q2 2026, selling an estimated $6.38K and leaving 11,971 shares worth $825K. The position accounts for 0.14% of the portfolio, ranked #193.

GWN Securities first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q2 2025. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

GWN Securities held 11,971 shares of Vanguard Long-Term Bond ETF worth $825K as of Q2 2026.
GWN Securities sold 93 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $6.38K.
Vanguard Long-Term Bond ETF made up 0.14% of GWN Securities's portfolio in Q2 2026, its #193 holding.
GWN Securities first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's Vanguard Long-Term Bond ETF position peaked at $1.2M in Q2 2025.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.