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Intrua Financial’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Intrua Financial’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
-12,866
Closed -$880K – 378
2024
Q4 		$880K Sell
12,866
-131
-1% -$9.35K 0.14% 123
2024
Q3 		$977K Buy
12,997
+2,083
+19% +$153K 0.15% 125
2024
Q2 		$767K Sell
10,914
-3,214
-23% -$225K 0.11% 161
2024
Q1 		$1.02M Sell
14,128
-13,113
-48% -$946K 0.15% 138
2023
Q4 		$2.03M Buy
+27,241
New +$1.87M 0.3% 74
2023
Q3 		– Sell
-12,223
Closed -$916K – 349
2023
Q2 		$916K Buy
12,223
+3,665
+43% +$275K 0.15% 126
2023
Q1 		$644K Sell
8,558
-2,231
-21% -$169K 0.13% 148
2022
Q4 		$843K Sell
10,789
-1,055
-9% -$76.4K 0.19% 125
2022
Q3 		$852K Buy
11,844
+268
+2% +$21.2K 0.23% 102
2022
Q2 		$923K Sell
11,576
-4,883
-30% -$402K 0.2% 115
2022
Q1 		$1.51M Sell
16,459
-17,288
-51% -$1.65M 0.27% 75
2021
Q4 		$3.47M Buy
33,747
+8,342
+33% +$862K 0.61% 34
2021
Q3 		$2.65M Buy
25,405
+7,381
+41% +$775K 0.49% 41
2021
Q2 		$1.87M Sell
18,024
-30,696
-63% -$3.07M 0.45% 41
2021
Q1 		$4.83M Buy
48,720
+27,887
+134% +$2.86M 1.23% 16
2020
Q4 		$2.28M Buy
20,833
+11,193
+116% +$1.25M 1.02% 18
2020
Q3 		$1.07M Buy
9,640
+6,521
+209% +$743K 0.53% 38
2020
Q2 		$353K Buy
+3,119
New +$341K 0.13% 150

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 $20.9B AUM 19.34% 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

Intrua Financial's BLV Position: Q1 2025 in Review

Intrua Financial sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 12,866 shares — an estimated $880K sold.

Intrua Financial first reported a position in BLV in Q2 2020 and held it in 18 quarters. The position peaked at $4.83M in Q1 2021. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Intrua Financial reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Intrua Financial sold 12,866 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $880K.
  • Intrua Financial first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 18 quarters.
  • Intrua Financial's Vanguard Long-Term Bond ETF position peaked at $4.83M in Q1 2021.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Intrua Financial's 13F filing for Q1 2025, filed 28 May 2025.