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 Q2	$887K	Sell	12,864 -1,260	-9%	-$86.4K	0.64%	51
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 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

Hershey Financial Advisers's BLV Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Vanguard Long-Term Bond ETF (BLV) stake by 8.9% in Q2 2026, selling an estimated $86.4K and leaving 12,864 shares worth $887K. The position accounts for 0.64% of the portfolio, ranked #51.

Hershey Financial Advisers first reported a position in BLV in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q3 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Hershey Financial Advisers held 12,864 shares of Vanguard Long-Term Bond ETF worth $887K as of Q2 2026.
Hershey Financial Advisers sold 1,260 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $86.4K.
Vanguard Long-Term Bond ETF made up 0.64% of Hershey Financial Advisers's portfolio in Q2 2026, its #51 holding.
Hershey Financial Advisers first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 6 quarters since.
Hershey Financial Advisers's Vanguard Long-Term Bond ETF position peaked at $1.43M in Q3 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.