Johnson Financial Group Inc (Wisconsin)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025 Q4	–	Sell	-68	Closed	-$4.82K	–	945
2025 Q3	$4.82K	Buy	+68	New	+$4.72K	﹤0.01%	851
2024 Q1	–	Sell	-1,904	Closed	-$142K	–	799
2023 Q4	$142K	Buy	+1,904	New	+$130K	0.01%	332
2017 Q4	–	Sell	-8,000	Closed	-$750K	–	594
2017 Q3	$750K	Hold	8,000	–	–	0.1%	134
2017 Q2	$745K	Hold	8,000	–	–	0.11%	137
2017 Q1	$720K	Sell	8,000 -2,000	-20%	-$179K	0.09%	177
2016 Q4	$891K	Hold	10,000	–	–	0.12%	158
2016 Q3	$986K	Buy	10,000 +6,000	+150%	+$594K	0.13%	143
2016 Q2	$392K	Buy	4,000 +2,900	+264%	+$274K	0.05%	218
2016 Q1	$102K	Buy	+1,100	New	+$98.8K	0.02%	306
2015 Q4	–	Sell	-3,737	Closed	-$334K	–	785
2015 Q3	$334K	Buy	3,737 +1,500	+67%	+$133K	0.07%	198
2015 Q2	$196K	Hold	2,237	–	–	0.04%	254
2015 Q1	$215K	Hold	2,237	–	–	0.05%	257
2014 Q4	$211K	Hold	2,237	–	–	0.05%	239
2014 Q3	$202K	Buy	2,237 +1,118	+100%	+$101K	0.05%	220
2014 Q2	$101K	Sell	1,119 -3,000	-73%	-$265K	0.03%	345
2014 Q1	$357K	Sell	4,119 -13,000	-76%	-$1.1M	0.1%	159
2013 Q4	$1.4M	Buy	+17,119	New	+$1.42M	0.4%	59

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

KIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Johnson Financial Group Inc (Wisconsin)'s BLV Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 68 shares — an estimated $4.82K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BLV in Q4 2013 and held it in 17 quarters. The position peaked at $1.4M in Q4 2013. 409 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 68 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $4.82K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Long-Term Bond ETF in Q4 2013 and held it in 17 quarters.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Long-Term Bond ETF position peaked at $1.4M in Q4 2013.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.