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Kelly Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Kelly Financial Services’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
Q1 		– Sell
-3,161
Closed -$216K – 117
2024
Q4 		$216K Sell
3,161
-2,724
-46% -$194K 0.08% 110
2024
Q3 		$442K Buy
5,885
+50
+0.9% +$3.67K 0.16% 68
2024
Q2 		$410K Buy
5,835
+236
+4% +$16.5K 0.15% 68
2024
Q1 		$405K Sell
5,599
-181
-3% -$13.1K 0.16% 74
2023
Q4 		$431K Sell
5,780
-292
-5% -$20K 0.17% 65
2023
Q3 		$407K Sell
6,072
-2,103
-26% -$150K 0.19% 62
2023
Q2 		$612K Sell
8,175
-256
-3% -$19.2K 0.29% 45
2023
Q1 		$646K Buy
8,431
+1,482
+21% +$112K 0.33% 39
2022
Q4 		$503K Sell
6,949
-242
-3% -$17.5K 0.26% 48
2022
Q3 		$517K Sell
7,191
-38
-0.5% -$3K 0.3% 40
2022
Q2 		$576K Buy
7,229
+2,114
+41% +$174K 0.3% 43
2022
Q1 		$469K Sell
5,115
-70
-1% -$6.67K 0.21% 42
2021
Q4 		$534K Buy
5,185
+393
+8% +$40.6K 0.24% 34
2021
Q3 		$490K Sell
4,792
-240,063
-98% -$25.2M 0.28% 29
2021
Q2 		$2.38M Buy
+244,855
New +$24.5M 0.09% 68
2020
Q1 		– Sell
-27
Closed -$2.73K – 589
2019
Q4 		$2.73K Buy
+27
New +$2.73K ﹤0.01% 379

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kelly Financial Services's BLV Position: Q1 2025 in Review

Kelly Financial Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 3,161 shares — an estimated $216K sold.

Kelly Financial Services first reported a position in BLV in Q4 2019 and held it in 16 quarters. The position peaked at $2.38M in Q2 2021. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Kelly Financial Services reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kelly Financial Services sold 3,161 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $216K.
  • Kelly Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 16 quarters.
  • Kelly Financial Services's Vanguard Long-Term Bond ETF position peaked at $2.38M in Q2 2021.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Kelly Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.