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Integrated Wealth Concepts’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Integrated Wealth Concepts’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 		$978K Buy
14,223
+3,944
+38% +$275K 0.01% 1129
2025
Q4 		$715K Buy
10,279
+5,623
+121% +$398K 0.01% 923
2025
Q3 		$330K Buy
4,656
+900
+24% +$62.5K ﹤0.01% 1577
2025
Q2 		$261K Buy
3,756
+909
+32% +$62K ﹤0.01% 1624
2025
Q1 		$201K Sell
2,847
-569
-17% -$39.5K ﹤0.01% 1626
2024
Q4 		$234K Sell
3,416
-21
-0.6% -$1.5K ﹤0.01% 1519
2024
Q3 		$258K Sell
3,437
-270
-7% -$19.8K ﹤0.01% 1432
2024
Q2 		$261K Buy
3,707
+92
+3% +$6.44K ﹤0.01% 1387
2024
Q1 		$262K Sell
3,615
-156
-4% -$11.3K ﹤0.01% 1396
2023
Q4 		$281K Sell
3,771
-3,443
-48% -$236K ﹤0.01% 1299
2023
Q3 		$484K Buy
7,214
+1,499
+26% +$107K 0.01% 992
2023
Q2 		$428K Buy
5,715
+1,314
+30% +$98.6K 0.01% 1054
2023
Q1 		$337K Buy
4,401
+273
+7% +$20.6K 0.01% 1004
2022
Q4 		$299K Buy
4,128
+356
+9% +$25.8K 0.01% 827
2022
Q3 		$271K Sell
3,772
-306
-8% -$24.2K 0.01% 768
2022
Q2 		$325K Sell
4,078
-30
-0.7% -$2.47K 0.01% 729
2022
Q1 		$377K Sell
4,108
-128
-3% -$12.2K 0.01% 661
2021
Q4 		$436K Sell
4,236
-70
-2% -$7.24K 0.01% 639
2021
Q3 		$441K Buy
4,306
+332
+8% +$34.8K 0.01% 607
2021
Q2 		$409K Buy
3,974
+407
+11% +$40.7K 0.01% 573
2021
Q1 		$350K Sell
3,567
-145
-4% -$14.9K 0.01% 550
2020
Q4 		$407K Sell
3,712
-170
-4% -$18.9K 0.02% 449
2020
Q3 		$434K Sell
3,882
-246
-6% -$28K 0.03% 376
2020
Q2 		$461K Buy
4,128
+550
+15% +$60.1K 0.03% 307
2020
Q1 		$382K Sell
3,578
-313
-8% -$32.7K 0.04% 272
2019
Q4 		$390K Buy
3,891
+262
+7% +$26.5K 0.03% 310
2019
Q3 		$373K Buy
3,629
+384
+12% +$38.6K 0.04% 256
2019
Q2 		$238K Sell
3,245
-520
-14% -$48.3K 0.03% 323
2019
Q1 		$347K Sell
3,765
-176
-4% -$15.6K 0.06% 217
2018
Q4 		$345K Buy
+3,941
New +$336K 0.09% 168

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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 $14.1B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's BLV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Vanguard Long-Term Bond ETF (BLV) stake by 38% in Q1 2026, buying an estimated $275K and bringing the position to 14,223 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #1129.

Integrated Wealth Concepts first reported a position in BLV in Q4 2018 and has held it in 30 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Integrated Wealth Concepts held 14,223 shares of Vanguard Long-Term Bond ETF worth $978K as of Q1 2026.
  • Integrated Wealth Concepts bought 3,944 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $275K.
  • Vanguard Long-Term Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1129 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.