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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return