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

Horizons 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	$2.48M	Buy	36,023 +138	+0.4%	+$9.63K	1.63%	18
2025 Q4	$2.49M	Buy	35,885 +754	+2%	+$53.4K	1.63%	18
2025 Q3	$2.49M	Buy	35,131 +553	+2%	+$38.4K	1.7%	17
2025 Q2	$2.4M	Buy	34,578 +746	+2%	+$50.9K	1.71%	17
2025 Q1	$2.38M	Sell	33,832 -168	-0.5%	-$11.7K	1.77%	17
2024 Q4	$2.33M	Buy	34,000 +1,088	+3%	+$77.7K	1.77%	18
2024 Q3	$2.47M	Buy	32,912 +15	+0%	+$1.1K	1.9%	16
2024 Q2	$2.34M	Sell	32,897 -8,094	-20%	-$567K	1.85%	17
2024 Q1	$3.06M	Hold	40,991	–	–	2%	16
2023 Q4	$3.06M	Buy	40,991 +5,740	+16%	+$393K	2%	16
2023 Q3	$2.36M	Sell	35,251 -341	-1%	-$24.3K	1.72%	17
2023 Q2	$2.66M	Sell	35,592 -750	-2%	-$56.3K	1.89%	16
2023 Q1	$2.79M	Sell	36,342 -2,224	-6%	-$168K	2.04%	17
2022 Q4	$2.8M	Sell	38,566 -9,330	-19%	-$675K	2.24%	16
2022 Q3	$3.45M	Buy	47,896 +82	+0.2%	+$6.48K	3.17%	11
2022 Q2	$3.88M	Buy	+47,814	New	+$3.94M	3.17%	10

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

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

Horizons Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.38% in Q1 2026, buying an estimated $9.63K and bringing the position to 36,023 shares worth $2.48M. The position accounts for 1.63% of the portfolio, ranked #18.

Horizons Wealth Management first reported a position in BLV in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.88M in Q2 2022. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Horizons Wealth Management held 36,023 shares of Vanguard Long-Term Bond ETF worth $2.48M as of Q1 2026.
Horizons Wealth Management bought 138 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $9.63K.
Vanguard Long-Term Bond ETF made up 1.63% of Horizons Wealth Management's portfolio in Q1 2026, its #18 holding.
Horizons Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Vanguard Long-Term Bond ETF position peaked at $3.88M in Q2 2022.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.