Independent Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Independent Financial Group’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	$1.28M	Sell	18,561 -370	-2%	-$25.4K	0.02%	597
2026 Q1	$1.3M	Buy	18,931 +701	+4%	+$48.9K	0.03%	533
2025 Q4	$1.27M	Sell	18,230 -125	-0.7%	-$8.85K	0.03%	540
2025 Q3	$1.3M	Sell	18,355 -281	-2%	-$19.5K	0.03%	528
2025 Q2	$1.3M	Buy	18,636 +205	+1%	+$14K	0.04%	466
2025 Q1	$1.3M	Buy	18,431 +828	+5%	+$57.5K	0.04%	410
2024 Q4	$1.2M	Sell	17,603 -222	-1%	-$15.8K	0.04%	423
2024 Q3	$1.34M	Buy	+17,825	New	+$1.31M	0.05%	366
2021 Q4	–	Sell	-2,102	Closed	-$215K	–	781
2021 Q3	$215K	Buy	2,102 +77	+4%	+$8.08K	0.02%	644
2021 Q2	$209K	Buy	+2,025	New	+$202K	0.02%	654
2021 Q1	–	Sell	-5,340	Closed	-$585K	–	644
2020 Q4	$585K	Buy	5,340 +434	+9%	+$48.3K	0.09%	273
2020 Q3	$549K	Buy	4,906 +2,636	+116%	+$300K	0.1%	215
2020 Q2	$253K	Buy	+2,270	New	+$248K	0.06%	357

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Financial Group's BLV Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Long-Term Bond ETF (BLV) stake by 2% in Q2 2026, selling an estimated $25.4K and leaving 18,561 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #597.

Independent Financial Group first reported a position in BLV in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.34M in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Independent Financial Group held 18,561 shares of Vanguard Long-Term Bond ETF worth $1.28M as of Q2 2026.
Independent Financial Group sold 370 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $25.4K.
Vanguard Long-Term Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #597 holding.
Independent Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and has held it in 13 quarters since.
Independent Financial Group's Vanguard Long-Term Bond ETF position peaked at $1.34M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.