Kestra Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Kestra Investment Management’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	$238K	Buy	3,447 +291	+9%	+$20K	﹤0.01%	472
2026 Q1	$217K	Buy	3,156 +245	+8%	+$17.1K	﹤0.01%	422
2025 Q4	$202K	Buy	+2,911	New	+$206K	﹤0.01%	423
2025 Q1	–	Sell	-1,963	Closed	-$134K	–	952
2024 Q4	$134K	Buy	+1,963	New	+$140K	0.01%	404

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Kestra Investment Management's BLV Position: Q2 2026 in Review

Kestra Investment Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 9.2% in Q2 2026, buying an estimated $20K and bringing the position to 3,447 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Kestra Investment Management first reported a position in BLV in Q4 2024 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Kestra Investment Management held 3,447 shares of Vanguard Long-Term Bond ETF worth $238K as of Q2 2026.
Kestra Investment Management bought 291 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $20K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #472 holding.
Kestra Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 4 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.