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

INVST’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 		$349K Sell
5,067
-1,090
-18% -$74.8K 0.03% 289
2026
Q1 		$423K Sell
6,157
-28
-0.5% -$1.96K 0.05% 262
2025
Q4 		$430K Sell
6,185
-1,051
-15% -$74.4K 0.05% 245
2025
Q3 		$513K Sell
7,236
-170
-2% -$11.8K 0.06% 239
2025
Q2 		$515K Sell
7,406
-600
-7% -$40.9K 0.06% 229
2025
Q1 		$564K Sell
8,006
-375
-4% -$26K 0.08% 210
2024
Q4 		$574K Buy
8,381
+323
+4% +$23.1K 0.07% 160
2024
Q3 		$606K Buy
8,058
+2,645
+49% +$194K 0.07% 165
2024
Q2 		$374K Buy
5,413
+1,275
+31% +$89.3K 0.04% 195
2024
Q1 		$293K Sell
4,138
-569
-12% -$41.1K 0.03% 194
2023
Q4 		$342K Buy
+4,707
New +$323K 0.04% 171

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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

INVST's BLV Position: Q2 2026 in Review

INVST reduced its Vanguard Long-Term Bond ETF (BLV) stake by 18% in Q2 2026, selling an estimated $74.8K and leaving 5,067 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #289.

INVST first reported a position in BLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $606K in Q3 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • INVST held 5,067 shares of Vanguard Long-Term Bond ETF worth $349K as of Q2 2026.
  • INVST sold 1,090 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $74.8K.
  • Vanguard Long-Term Bond ETF made up 0.03% of INVST's portfolio in Q2 2026, its #289 holding.
  • INVST first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • INVST's Vanguard Long-Term Bond ETF position peaked at $606K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.