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H&H Retirement Design & Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

H&H Retirement Design & 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
Q2 		$8.18M Buy
123,480
+9,604
+8% +$659K 3.72% 4
2026
Q1 		$7.78M Buy
113,876
+2,384
+2% +$166K 3.65% 4
2025
Q4 		$7.72M Buy
111,492
+4,149
+4% +$294K 3.93% 4
2025
Q3 		$7.58M Sell
107,343
-1,676
-2% -$116K 4.03% 4
2025
Q2 		$7.44M Buy
109,019
+11,240
+11% +$767K 4.08% 4
2025
Q1 		$6.55M Buy
97,779
+613
+0.6% +$42.5K 4.36% 4
2024
Q4 		$6.79M Buy
97,166
+3,212
+3% +$229K 4.12% 5
2024
Q3 		$6.89M Buy
93,954
+3,396
+4% +$250K 4.06% 5
2024
Q2 		$6.44M Buy
90,558
+2,166
+2% +$152K 3.98% 4
2024
Q1 		$6.06M Sell
88,392
-15,590
-15% -$1.12M 4% 4
2023
Q4 		$7.46M Buy
+103,982
New +$7.13M 4.7% 4
2023
Q1 		– Sell
-31,359
Closed -$2.43M – 58
2022
Q4 		$2.43M Buy
31,359
+4,591
+17% +$332K 2.05% 13
2022
Q3 		$1.86M Sell
26,768
-3,774
-12% -$298K 1.75% 16
2022
Q2 		$2.55M Sell
30,542
-5,242
-15% -$431K 1.86% 14
2022
Q1 		$3.12M Buy
35,784
+2,112
+6% +$201K 2.12% 14
2021
Q4 		$3.16M Buy
+33,672
New +$3.48M 2% 14

Other funds holding BLV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

H&H Retirement Design & Management's BLV Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 8.4% in Q2 2026, buying an estimated $659K and bringing the position to 123,480 shares worth $8.18M. The position accounts for 3.72% of the portfolio, ranked #4.

H&H Retirement Design & Management first reported a position in BLV in Q4 2021 and has held it in 16 quarters since. 174 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • H&H Retirement Design & Management held 123,480 shares of Vanguard Long-Term Bond ETF worth $8.18M as of Q2 2026.
  • H&H Retirement Design & Management bought 9,604 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $659K.
  • Vanguard Long-Term Bond ETF made up 3.72% of H&H Retirement Design & Management's portfolio in Q2 2026, its #4 holding.
  • H&H Retirement Design & Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.