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Invenio Wealth Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Invenio Wealth Partners’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
-17,687
Closed -$1.21M – 94
2024
Q4 		$1.21M Buy
17,687
+2,877
+19% +$205K 0.51% 36
2024
Q3 		$1.11M Buy
14,810
+2,101
+17% +$154K 0.48% 33
2024
Q2 		$893K Buy
12,709
+1,943
+18% +$136K 0.44% 35
2024
Q1 		$779K Buy
10,766
+6,573
+157% +$474K 0.42% 38
2023
Q4 		$313K Buy
+4,193
New +$287K 0.23% 64

Other funds holding BLV

Envestnet Asset Management
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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Invenio Wealth Partners's BLV Position: Q1 2025 in Review

Invenio Wealth Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 17,687 shares — an estimated $1.21M sold.

Invenio Wealth Partners first reported a position in BLV in Q4 2023 and held it in 5 quarters. The position peaked at $1.21M in Q4 2024. 371 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Invenio Wealth Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Invenio Wealth Partners sold 17,687 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $1.21M.
  • Invenio Wealth Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 5 quarters.
  • Invenio Wealth Partners's Vanguard Long-Term Bond ETF position peaked at $1.21M in Q4 2024.
  • 371 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Invenio Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.