Hohimer Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Hohimer Wealth 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 Q1	$1.78M	Buy	25,875 +13,846	+115%	+$967K	0.21%	129
2025 Q4	$836K	Sell	12,029 -1,965	-14%	-$139K	0.11%	151
2025 Q3	$992K	Buy	13,994 +402	+3%	+$27.9K	0.14%	138
2025 Q2	$945K	Sell	13,592 -2,206	-14%	-$150K	0.17%	111
2025 Q1	$1.11M	Buy	15,798 +1,062	+7%	+$73.7K	0.22%	103
2024 Q4	$1.01M	Sell	14,736 -18,654	-56%	-$1.33M	0.19%	110
2024 Q3	$2.51M	Buy	33,390 +394	+1%	+$29K	0.54%	77
2024 Q2	$2.32M	Buy	32,996 +3,243	+11%	+$227K	0.54%	77
2024 Q1	$2.15M	Buy	29,753 +5,566	+23%	+$402K	0.5%	72
2023 Q4	$1.8M	Buy	24,187 +6,570	+37%	+$450K	0.46%	71
2023 Q3	$1.18M	Buy	17,617 +2,182	+14%	+$155K	0.34%	81
2023 Q2	$1.16M	Buy	15,435 +6,362	+70%	+$478K	0.32%	78
2023 Q1	$695K	Buy	+9,073	New	+$686K	0.2%	128

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 $14.1B AUM 25.71% 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

Hohimer Wealth Management's BLV Position: Q1 2026 in Review

Hohimer Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 115% in Q1 2026, buying an estimated $967K and bringing the position to 25,875 shares worth $1.78M. The position accounts for 0.21% of the portfolio, ranked #129.

Hohimer Wealth Management first reported a position in BLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.51M in Q3 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Hohimer Wealth Management held 25,875 shares of Vanguard Long-Term Bond ETF worth $1.78M as of Q1 2026.
Hohimer Wealth Management bought 13,846 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $967K.
Vanguard Long-Term Bond ETF made up 0.21% of Hohimer Wealth Management's portfolio in Q1 2026, its #129 holding.
Hohimer Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and has held it in 13 quarters since.
Hohimer Wealth Management's Vanguard Long-Term Bond ETF position peaked at $2.51M in Q3 2024.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.