Independent Advisor Alliance’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-3,574	Closed	-$246K	–	1088
2026 Q1	$246K	Buy	+3,574	New	+$250K	﹤0.01%	1414
2025 Q1	–	Sell	-6,354	Closed	-$435K	–	849
2024 Q4	$435K	Buy	+6,354	New	+$454K	0.01%	1000
2020 Q1	–	Sell	-18,516	Closed	-$1.86M	–	459
2019 Q4	$1.86M	Buy	+18,516	New	+$1.88M	0.08%	251
2017 Q2	–	Sell	-6,137	Closed	-$554K	–	252
2017 Q1	$554K	Buy	+6,137	New	+$550K	0.09%	223

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Independent Advisor Alliance's BLV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 3,574 shares — an estimated $246K sold.

Independent Advisor Alliance first reported a position in BLV in Q1 2017 and held it in 4 quarters. The position peaked at $1.86M in Q4 2019. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 3,574 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $246K.
Independent Advisor Alliance first reported a position in Vanguard Long-Term Bond ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's Vanguard Long-Term Bond ETF position peaked at $1.86M in Q4 2019.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.