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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

INVST's BLV Position: Q1 2026 in Review

INVST reduced its Vanguard Long-Term Bond ETF (BLV) stake by 0.45% in Q1 2026, selling an estimated $1.96K and leaving 6,157 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #262.

INVST first reported a position in BLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $606K in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

INVST held 6,157 shares of Vanguard Long-Term Bond ETF worth $423K as of Q1 2026.
INVST sold 28 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.96K.
Vanguard Long-Term Bond ETF made up 0.05% of INVST's portfolio in Q1 2026, its #262 holding.
INVST first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
INVST's Vanguard Long-Term Bond ETF position peaked at $606K in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.