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Integrated Wealth Management (Ohio)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Integrated Wealth Management (Ohio)’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 		$339K Sell
4,923
-1,139
-19% -$78.1K 0.36% 63
2026
Q1 		$417K Sell
6,062
-22
-0.4% -$1.54K 0.48% 64
2025
Q4 		$423K Buy
+6,084
New +$431K 0.48% 60

Other funds holding BLV

Envestnet Asset Management
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LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s BLV Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its Vanguard Long-Term Bond ETF (BLV) stake by 19% in Q2 2026, selling an estimated $78.1K and leaving 4,923 shares worth $339K. The position accounts for 0.36% of the portfolio, ranked #63.

Integrated Wealth Management (Ohio) first reported a position in BLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $423K in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 4,923 shares of Vanguard Long-Term Bond ETF worth $339K as of Q2 2026.
  • Integrated Wealth Management (Ohio) sold 1,139 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $78.1K.
  • Vanguard Long-Term Bond ETF made up 0.36% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #63 holding.
  • Integrated Wealth Management (Ohio) first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Management (Ohio)'s Vanguard Long-Term Bond ETF position peaked at $423K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.