Kestra Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Kestra Advisory 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
2026 Q1	$1.95M	Sell	28,421 -44,023	-61%	-$3.07M	0.01%	1318
2025 Q4	$5.04M	Buy	72,444 +42,665	+143%	+$3.02M	0.02%	733
2025 Q3	$2.11M	Sell	29,779 -881,776	-97%	-$61.2M	0.01%	1122
2025 Q2	$63.4M	Buy	911,555 +20,754	+2%	+$1.42M	0.31%	54
2025 Q1	$65.4M	Buy	890,801 +852,969	+2,255%	+$59.2M	0.32%	42
2024 Q4	$2.59M	Buy	37,832 +9,461	+33%	+$675K	0.01%	873
2024 Q3	$2.13M	Sell	28,371 -10,395	-27%	-$764K	0.01%	930
2024 Q2	$2.09M	Buy	38,766 +10,710	+38%	+$750K	0.01%	945
2024 Q1	$2.03M	Buy	28,056 +1,852	+7%	+$134K	0.01%	874
2023 Q4	$1.95M	Buy	26,204 +1,959	+8%	+$134K	0.02%	800
2023 Q3	$1.63M	Buy	24,245 +4,686	+24%	+$334K	0.02%	772
2023 Q2	$1.47M	Sell	19,559 -1,826	-9%	-$137K	0.01%	810
2023 Q1	$1.64M	Sell	21,385 -143,601	-87%	-$10.9M	0.02%	725
2022 Q4	$12M	Buy	164,986 +42,365	+35%	+$3.07M	0.11%	223
2022 Q3	$8.82M	Sell	122,621 -14,356	-10%	-$1.14M	0.09%	238
2022 Q2	$10.9M	Buy	136,977 +17,301	+14%	+$1.42M	0.11%	200
2022 Q1	$11M	Buy	119,676 +10,580	+10%	+$1.01M	0.11%	200
2021 Q4	$11.2M	Buy	109,096 +3,645	+3%	+$377K	0.11%	205
2021 Q3	$10.8M	Buy	105,451 +5,678	+6%	+$596K	0.11%	209
2021 Q2	$10.3M	Buy	99,773 +2,660	+3%	+$266K	0.12%	200
2021 Q1	$9.53M	Buy	97,113 +82,154	+549%	+$8.43M	0.12%	194
2020 Q4	$1.64M	Buy	14,959 +14,824	+10,981%	+$1.65M	0.02%	661
2020 Q3	$963K	Buy	+135	New	+$15.4K	0.02%	627

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Kestra Advisory Services's BLV Position: Q1 2026 in Review

Kestra Advisory Services reduced its Vanguard Long-Term Bond ETF (BLV) stake by 61% in Q1 2026, selling an estimated $3.07M and leaving 28,421 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #1318.

Kestra Advisory Services first reported a position in BLV in Q3 2020 and has held it in 23 quarters since. The position peaked at $65.4M in Q1 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Kestra Advisory Services held 28,421 shares of Vanguard Long-Term Bond ETF worth $1.95M as of Q1 2026.
Kestra Advisory Services sold 44,023 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $3.07M.
Vanguard Long-Term Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1318 holding.
Kestra Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Vanguard Long-Term Bond ETF position peaked at $65.4M in Q1 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.