Integrated Advisors Network’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Integrated Advisors Network’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
2025 Q1	–	Sell	-3,392	Closed	-$232K	–	717
2024 Q4	$232K	Sell	3,392 -1,770	-34%	-$126K	0.01%	636
2024 Q3	$388K	Buy	5,162 +40	+0.8%	+$2.94K	0.02%	533
2024 Q2	$360K	Buy	5,122 +928	+22%	+$65K	0.02%	536
2024 Q1	$303K	Buy	4,194 +256	+7%	+$18.5K	0.02%	591
2023 Q4	$294K	Buy	3,938 +21	+0.5%	+$1.44K	0.02%	561
2023 Q3	$263K	Buy	3,917 +12	+0.3%	+$855	0.02%	577
2023 Q2	$293K	Buy	3,905 +228	+6%	+$17.1K	0.02%	546
2023 Q1	$282K	Buy	3,677 +437	+13%	+$33K	0.02%	565
2022 Q4	$235K	Sell	3,240 -1,740	-35%	-$126K	0.02%	555
2022 Q3	$358K	Hold	4,980	–	–	0.02%	471
2022 Q2	$397K	Buy	+4,980	New	+$410K	0.03%	467

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Integrated Advisors Network's BLV Position: Q1 2025 in Review

Integrated Advisors Network sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 3,392 shares — an estimated $232K sold.

Integrated Advisors Network first reported a position in BLV in Q2 2022 and held it in 11 quarters. The position peaked at $397K in Q2 2022. 371 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

Integrated Advisors Network reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Integrated Advisors Network sold 3,392 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $232K.
Integrated Advisors Network first reported a position in Vanguard Long-Term Bond ETF in Q2 2022 and held it in 11 quarters.
Integrated Advisors Network's Vanguard Long-Term Bond ETF position peaked at $397K in Q2 2022.
371 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Integrated Advisors Network's 13F filing for Q1 2025, filed 15 Apr 2025.