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Hershey Financial Advisers’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Hershey Financial Advisers’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 		$971K Sell
14,124
-3,330
-19% -$232K 0.84% 49
2025
Q4 		$1.21M Sell
17,454
-2,746
-14% -$194K 1.03% 42
2025
Q3 		$1.43M Buy
20,200
+7,792
+63% +$541K 1.23% 32
2025
Q2 		$863K Buy
+12,408
New +$846K 0.77% 49
2024
Q2 		$308K Buy
+4,379
New +$307K 0.28% 50

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
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hershey Financial Advisers's BLV Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Vanguard Long-Term Bond ETF (BLV) stake by 19% in Q1 2026, selling an estimated $232K and leaving 14,124 shares worth $971K. The position accounts for 0.84% of the portfolio, ranked #49.

Hershey Financial Advisers first reported a position in BLV in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.43M in Q3 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Hershey Financial Advisers held 14,124 shares of Vanguard Long-Term Bond ETF worth $971K as of Q1 2026.
  • Hershey Financial Advisers sold 3,330 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $232K.
  • Vanguard Long-Term Bond ETF made up 0.84% of Hershey Financial Advisers's portfolio in Q1 2026, its #49 holding.
  • Hershey Financial Advisers first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Hershey Financial Advisers's Vanguard Long-Term Bond ETF position peaked at $1.43M in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.