Horizons Wealth Management
BLV icon

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
Q3 		$2.32M Buy
+37,020
New +$2.45M 1.45% 18
2026
Q1 		$2.48M Buy
36,023
+138
+0.4% +$9.6K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Horizons Wealth Management's BLV Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q3 2026: 37,020 shares worth $2.32M. The stake represents 1.45% of the portfolio and ranks #18 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in BLV as recently as Q1 2026.

Horizons Wealth Management first reported a position in BLV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.88M in Q2 2022. 343 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

  • Horizons Wealth Management held 37,020 shares of Vanguard Long-Term Bond ETF worth $2.32M as of Q3 2026.
  • Vanguard Long-Term Bond ETF was a new Horizons Wealth Management position in Q3 2026.
  • Vanguard Long-Term Bond ETF made up 1.45% of Horizons Wealth Management's portfolio in Q3 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 17 quarters since.
  • Horizons Wealth Management's Vanguard Long-Term Bond ETF position peaked at $3.88M in Q2 2022.
  • 343 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.