JT Stratford LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

JT Stratford LLC’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	-3,231	Closed	-$229K	–	303
2025 Q3	$229K	Buy	3,231 +74	+2%	+$5.14K	0.03%	290
2025 Q2	$220K	Buy	+3,157	New	+$215K	0.03%	277
2025 Q1	–	Sell	-3,087	Closed	-$211K	–	285
2024 Q4	$211K	Buy	3,087 +65	+2%	+$4.64K	0.03%	284
2024 Q3	$227K	Buy	3,022 +77	+3%	+$5.66K	0.04%	264
2024 Q2	$207K	Sell	2,945 -909	-24%	-$63.6K	0.04%	259
2024 Q1	$279K	Buy	3,854 +215	+6%	+$15.5K	0.06%	228
2023 Q4	$271K	Sell	3,639 -13	-0.4%	-$891	0.06%	214
2023 Q3	$245K	Buy	+3,652	New	+$260K	0.06%	210

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

JT Stratford LLC's BLV Position: Q4 2025 in Review

JT Stratford LLC sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 3,231 shares — an estimated $229K sold.

JT Stratford LLC first reported a position in BLV in Q3 2023 and held it in 8 quarters. The position peaked at $279K in Q1 2024. 409 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

JT Stratford LLC reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
JT Stratford LLC sold 3,231 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $229K.
JT Stratford LLC first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 8 quarters.
JT Stratford LLC's Vanguard Long-Term Bond ETF position peaked at $279K in Q1 2024.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on JT Stratford LLC's 13F filing for Q4 2025, filed 12 Feb 2026.