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Ironwood Wealth Management (Arizona)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$136K Buy
1,978
+1,211
+158% +$83.1K 0.03% 41
2026
Q1 		$52.8K Buy
767
+274
+56% +$19.1K 0.02% 41
2025
Q4 		$34.3K Buy
+493
New +$34.9K 0.01% 43

Other funds holding BLV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s BLV Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) increased its Vanguard Long-Term Bond ETF (BLV) stake by 158% in Q2 2026, buying an estimated $83.1K and bringing the position to 1,978 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #41.

Ironwood Wealth Management (Arizona) first reported a position in BLV in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 1,978 shares of Vanguard Long-Term Bond ETF worth $136K as of Q2 2026.
  • Ironwood Wealth Management (Arizona) bought 1,211 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $83.1K.
  • Vanguard Long-Term Bond ETF made up 0.03% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #41 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.