Hazlett, Burt & Watson’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Hazlett, Burt & Watson’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	$7K	Hold	102	–	–	﹤0.01%	735
2025 Q4	$7K	Buy	102 +1	+1%	+$71	﹤0.01%	743
2025 Q3	$7K	Buy	+101	New	+$7.01K	﹤0.01%	695
2025 Q2	–	Sell	-309	Closed	-$22K	–	795
2025 Q1	$22K	Buy	309 +3	+1%	+$208	0.01%	475
2024 Q4	$21K	Buy	306 +2	+0.7%	+$143	0.01%	456
2024 Q3	$23K	Buy	304 +15	+5%	+$1.1K	0.01%	443
2024 Q2	$20K	Hold	289	–	–	0.01%	445
2024 Q1	$21K	Hold	289	–	–	0.01%	423
2023 Q4	$22K	Hold	289	–	–	0.01%	406
2023 Q3	$19K	Hold	289	–	–	0.01%	420
2023 Q2	$22K	Buy	+289	New	+$21.7K	0.02%	398

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hazlett, Burt & Watson's BLV Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2026 at 102 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Hazlett, Burt & Watson first reported a position in BLV in Q2 2023 and has held it in 11 quarters since. The position peaked at $23K in Q3 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Hazlett, Burt & Watson held 102 shares of Vanguard Long-Term Bond ETF worth $7K as of Q1 2026.
Hazlett, Burt & Watson left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #735 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 11 quarters since.
Hazlett, Burt & Watson's Vanguard Long-Term Bond ETF position peaked at $23K in Q3 2024.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.