Jim Saulnier & Associates’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Jim Saulnier & Associates’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	$428K	Buy	6,222 +172	+3%	+$12K	0.21%	87
2025 Q4	$421K	Sell	6,050 -165	-3%	-$11.7K	0.22%	89
2025 Q3	$440K	Sell	6,215 -1,103	-15%	-$76.5K	0.25%	85
2025 Q2	$509K	Sell	7,318 -637	-8%	-$43.4K	0.35%	63
2025 Q1	$560K	Buy	7,955 +778	+11%	+$54K	0.44%	56
2024 Q4	$491K	Buy	7,177 +1,138	+19%	+$81.2K	0.42%	49
2024 Q3	$454K	Buy	+6,039	New	+$444K	0.44%	43

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

Jim Saulnier & Associates's BLV Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.8% in Q1 2026, buying an estimated $12K and bringing the position to 6,222 shares worth $428K. The position accounts for 0.21% of the portfolio, ranked #87.

Jim Saulnier & Associates first reported a position in BLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $560K in Q1 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Jim Saulnier & Associates held 6,222 shares of Vanguard Long-Term Bond ETF worth $428K as of Q1 2026.
Jim Saulnier & Associates bought 172 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $12K.
Vanguard Long-Term Bond ETF made up 0.21% of Jim Saulnier & Associates's portfolio in Q1 2026, its #87 holding.
Jim Saulnier & Associates first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's Vanguard Long-Term Bond ETF position peaked at $560K in Q1 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.