International Assets Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

International Assets Investment Management’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	$128K	Buy	1,873 +162	+9%	+$11.1K	0.01%	1010
2026 Q1	$117K	Buy	1,711 +125	+8%	+$8.73K	0.01%	974
2025 Q4	$110K	Buy	+1,586	New	+$112K	0.01%	982
2024 Q4	–	Sell	-78,853	Closed	-$1.05K	–	948
2024 Q3	$1.05K	Buy	78,853 +77,779	+7,242%	+$5.72M	﹤0.01%	1102
2024 Q2	$75.5K	Buy	+1,074	New	+$75.2K	0.01%	1035
2023 Q2	–	Sell	-953	Closed	-$73K	–	631
2023 Q1	$73K	Buy	+953	New	+$72K	0.01%	630
2021 Q2	–	Sell	-3,610	Closed	-$378K	–	665
2021 Q1	$378K	Buy	3,610 +1,566	+77%	+$161K	0.03%	388
2020 Q4	$224K	Sell	2,044 -521	-20%	-$58K	0.04%	348
2020 Q3	$287K	Buy	2,565 +412	+19%	+$46.9K	0.07%	244
2020 Q2	$240K	Buy	2,153 +223	+12%	+$24.4K	0.06%	273
2020 Q1	$206K	Buy	+1,930	New	+$202K	0.06%	268

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

International Assets Investment Management's BLV Position: Q2 2026 in Review

International Assets Investment Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 9.5% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,873 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #1010.

International Assets Investment Management first reported a position in BLV in Q1 2020 and has held it in 11 quarters since. The position peaked at $378K in Q1 2021. 317 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

International Assets Investment Management held 1,873 shares of Vanguard Long-Term Bond ETF worth $128K as of Q2 2026.
International Assets Investment Management bought 162 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $11.1K.
Vanguard Long-Term Bond ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1010 holding.
International Assets Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and has held it in 11 quarters since.
International Assets Investment Management's Vanguard Long-Term Bond ETF position peaked at $378K in Q1 2021.
317 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.