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 Q2	–	Sell	-6,222	Closed	-$428K	–	153
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 $424B AUM 22.9% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jim Saulnier & Associates's BLV Position: Q2 2026 in Review

Jim Saulnier & Associates sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 6,222 shares — an estimated $428K sold.

Jim Saulnier & Associates first reported a position in BLV in Q3 2024 and held it in 7 quarters. The position peaked at $560K in Q1 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Jim Saulnier & Associates reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Jim Saulnier & Associates sold 6,222 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $428K.
Jim Saulnier & Associates first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and held it in 7 quarters.
Jim Saulnier & Associates's Vanguard Long-Term Bond ETF position peaked at $560K in Q1 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.