Jones Financial Companies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Jones Financial Companies’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	$5.95M	Sell	85,643 -291	-0.3%	-$20K	﹤0.01%	1115
2026 Q1	$5.82M	Buy	85,934 +1,889	+2%	+$132K	﹤0.01%	1024
2025 Q4	$5.84M	Buy	84,045 +14,963	+22%	+$1.06M	﹤0.01%	597
2025 Q3	$4.87M	Buy	69,082 +10,977	+19%	+$762K	﹤0.01%	578
2025 Q2	$4M	Buy	58,105 +8,898	+18%	+$607K	﹤0.01%	551
2025 Q1	$3.44M	Buy	49,207 +21,210	+76%	+$1.47M	﹤0.01%	512
2024 Q4	$1.92M	Buy	27,997 +14,331	+105%	+$1.02M	﹤0.01%	572
2024 Q3	$1.03M	Buy	13,666 +7,418	+119%	+$545K	﹤0.01%	604
2024 Q2	$439K	Buy	6,248 +3,080	+97%	+$216K	﹤0.01%	596
2024 Q1	$229K	Buy	3,168 +2,929	+1,226%	+$211K	﹤0.01%	440
2023 Q4	$17.8K	Buy	+239	New	+$16.4K	﹤0.01%	601

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Jones Financial Companies's BLV Position: Q2 2026 in Review

Jones Financial Companies reduced its Vanguard Long-Term Bond ETF (BLV) stake by 0.34% in Q2 2026, selling an estimated $20K and leaving 85,643 shares worth $5.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Jones Financial Companies first reported a position in BLV in Q4 2023 and has held it in 11 quarters since. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Jones Financial Companies held 85,643 shares of Vanguard Long-Term Bond ETF worth $5.95M as of Q2 2026.
Jones Financial Companies sold 291 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $20K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1115 holding.
Jones Financial Companies first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.