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

Kestra Private Wealth 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
Q2 		– Sell
-3,100
Closed -$213K – 1823
2026
Q1 		$213K Sell
3,100
-1,111
-26% -$77.6K ﹤0.01% 1608
2025
Q4 		$293K Buy
+4,211
New +$298K ﹤0.01% 1438
2025
Q2 		– Sell
-3,275
Closed -$231K – 1623
2025
Q1 		$231K Sell
3,275
-1,388
-30% -$96.3K ﹤0.01% 1318
2024
Q4 		$319K Sell
4,663
-318
-6% -$22.7K 0.01% 1109
2024
Q3 		$374K Sell
4,981
-419
-8% -$30.8K 0.01% 1003
2024
Q2 		$380K Buy
5,400
+79
+1% +$5.53K 0.01% 945
2024
Q1 		$385K Buy
5,321
+356
+7% +$25.7K 0.01% 912
2023
Q4 		$370K Sell
4,965
-192
-4% -$13.2K 0.01% 854
2023
Q3 		$346K Sell
5,157
-160
-3% -$11.4K 0.01% 805
2023
Q2 		$398K Buy
5,317
+88
+2% +$6.61K 0.01% 719
2023
Q1 		$401K Buy
5,229
+134
+3% +$10.1K 0.02% 666
2022
Q4 		$369K Buy
5,095
+1,227
+32% +$88.8K 0.02% 606
2022
Q3 		$278K Sell
3,868
-377
-9% -$29.8K 0.02% 678
2022
Q2 		$338K Sell
4,245
-230
-5% -$18.9K 0.02% 620
2022
Q1 		$410K Buy
4,475
+381
+9% +$36.3K 0.02% 641
2021
Q4 		$421K Buy
4,094
+305
+8% +$31.5K 0.02% 648
2021
Q3 		$388K Buy
3,789
+260
+7% +$27.3K 0.02% 613
2021
Q2 		$364K Buy
3,529
+950
+37% +$95K 0.02% 602
2021
Q1 		$253K Buy
2,579
+439
+21% +$45K 0.02% 658
2020
Q4 		$235K Buy
2,140
+238
+13% +$26.5K 0.02% 621
2020
Q3 		$213K Buy
+1,902
New +$217K 0.02% 583

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kestra Private Wealth Services's BLV Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 3,100 shares — an estimated $213K sold.

Kestra Private Wealth Services first reported a position in BLV in Q3 2020 and held it in 21 quarters. The position peaked at $421K in Q4 2021. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,100 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $213K.
  • Kestra Private Wealth Services first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 21 quarters.
  • Kestra Private Wealth Services's Vanguard Long-Term Bond ETF position peaked at $421K in Q4 2021.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.