JWCA
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J.W. Cole Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

J.W. Cole Advisors’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 		– Sell
-67,043
Closed -$2.86M – 819
2025
Q4 		$2.86M Buy
67,043
+223
+0.3% +$15.8K 0.07% 284
2025
Q3 		$4.73M Buy
66,820
+9,904
+17% +$687K 0.09% 221
2025
Q2 		$3.96M Buy
56,916
+33,332
+141% +$2.27M 0.08% 236
2025
Q1 		$1.66M Sell
23,584
-176
-0.7% -$12.2K 0.05% 372
2024
Q4 		$1.63M Buy
23,760
+1,242
+6% +$88.7K 0.07% 289
2024
Q3 		$1.69M Buy
22,518
+2,903
+15% +$213K 0.07% 279
2024
Q2 		$1.38M Buy
19,615
+4,020
+26% +$281K 0.06% 289
2024
Q1 		$1.13M Buy
15,595
+7,990
+105% +$576K 0.06% 323
2023
Q4 		$567K Buy
7,605
+2,734
+56% +$187K 0.03% 451
2023
Q3 		$327K Sell
4,871
-51
-1% -$3.63K 0.02% 541
2023
Q2 		$369K Buy
4,922
+37
+0.8% +$2.78K 0.03% 515
2023
Q1 		$374K Sell
4,885
-564
-10% -$42.6K 0.03% 527
2022
Q4 		$395K Sell
5,449
-1,630
-23% -$118K 0.03% 475
2022
Q3 		$509K Sell
7,079
-2,384
-25% -$189K 0.04% 393
2022
Q2 		$754K Sell
9,463
-11,155
-54% -$918K 0.06% 318
2022
Q1 		$1.89M Sell
20,618
-1,987
-9% -$189K 0.13% 184
2021
Q4 		$2.33M Buy
+22,605
New +$2.34M 0.15% 162
2021
Q3 		– Sell
-17,033
Closed -$1.75M – 495
2021
Q2 		$1.75M Buy
17,033
+4,225
+33% +$422K 0.14% 175
2021
Q1 		$1.26M Buy
12,808
+2,233
+21% +$229K 0.12% 205
2020
Q4 		$1.16M Sell
10,575
-9,486
-47% -$1.06M 0.12% 207
2020
Q3 		$2.24M Sell
20,061
-70
-0.3% -$7.97K 0.17% 137
2020
Q2 		$2.25M Buy
+20,131
New +$2.2M 0.34% 88
2020
Q1 		– Sell
-16,028
Closed -$1.61M – 146
2019
Q4 		$1.61M Buy
+16,028
New +$1.62M 0.2% 132

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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 $14.1B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J.W. Cole Advisors's BLV Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 67,043 shares — an estimated $2.86M sold.

J.W. Cole Advisors first reported a position in BLV in Q4 2019 and held it in 23 quarters. The position peaked at $4.73M in Q3 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 67,043 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $2.86M.
  • J.W. Cole Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's Vanguard Long-Term Bond ETF position peaked at $4.73M in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.