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 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 $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 $21.9B AUM 68.6% 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

Independent Advisor Alliance's BLV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q1 2026: 3,574 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in BLV as recently as Q4 2024.

Independent Advisor Alliance first reported a position in BLV in Q1 2017 and has held it in 4 quarters since. The position peaked at $1.86M in Q4 2019. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Independent Advisor Alliance held 3,574 shares of Vanguard Long-Term Bond ETF worth $246K as of Q1 2026.
Vanguard Long-Term Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1414 holding.
Independent Advisor Alliance first reported a position in Vanguard Long-Term Bond ETF in Q1 2017 and has held it in 4 quarters since.
Independent Advisor Alliance's Vanguard Long-Term Bond ETF position peaked at $1.86M in Q4 2019.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.