Hilltop Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Hilltop Wealth Advisors’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
2025 Q1	–	Sell	-3,746	Closed	-$256K	–	52
2024 Q4	$256K	Sell	3,746 -200,091	-98%	-$14.3M	0.13%	42
2024 Q3	$15.3M	Buy	203,837 +1,674	+0.8%	+$123K	7.15%	6
2024 Q2	$14.2M	Buy	202,163 +5,945	+3%	+$416K	7.13%	6
2024 Q1	$14.2M	Buy	196,218 +1,458	+0.7%	+$105K	7.26%	5
2023 Q4	$14.5M	Buy	194,760 +189,184	+3,393%	+$13M	8.28%	5
2023 Q3	$374K	Buy	+5,576	New	+$397K	0.29%	29

Other funds holding BLV

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hilltop Wealth Advisors's BLV Position: Q1 2025 in Review

Hilltop Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 3,746 shares — an estimated $256K sold.

Hilltop Wealth Advisors first reported a position in BLV in Q3 2023 and held it in 6 quarters. The position peaked at $15.3M in Q3 2024. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

Hilltop Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Hilltop Wealth Advisors sold 3,746 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $256K.
Hilltop Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 6 quarters.
Hilltop Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $15.3M in Q3 2024.
370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.