Key Financial Inc’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Key Financial Inc’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	$2.96K	Sell	43 -178	-81%	-$12.2K	﹤0.01%	1101
2026 Q1	$15.2K	Sell	221 -252	-53%	-$17.6K	﹤0.01%	781
2025 Q4	$32.9K	Buy	473 +252	+114%	+$17.8K	0.01%	615
2025 Q3	$15.6K	Hold	221	–	–	﹤0.01%	769
2025 Q2	$15.4K	Hold	221	–	–	﹤0.01%	750
2025 Q1	$15.6K	Hold	221	–	–	﹤0.01%	724
2024 Q4	$15.1K	Buy	221 +215	+3,583%	+$15.3K	﹤0.01%	724
2024 Q3	$451	Hold	6	–	–	﹤0.01%	1268
2024 Q2	$422	Hold	6	–	–	﹤0.01%	1259
2024 Q1	$434	Hold	6	–	–	﹤0.01%	1238
2023 Q4	$447	Hold	6	–	–	﹤0.01%	1242
2023 Q3	$402	Hold	6	–	–	﹤0.01%	1265
2023 Q2	$450	Hold	6	–	–	﹤0.01%	1301
2023 Q1	$460	Hold	6	–	–	﹤0.01%	1097
2022 Q4	$432	Hold	6	–	–	﹤0.01%	1105
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1113
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1092
2022 Q1	$1K	Buy	+6	New	+$572	﹤0.01%	979

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Key Financial Inc's BLV Position: Q2 2026 in Review

Key Financial Inc reduced its Vanguard Long-Term Bond ETF (BLV) stake by 81% in Q2 2026, selling an estimated $12.2K and leaving 43 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Key Financial Inc first reported a position in BLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $32.9K in Q4 2025. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Key Financial Inc held 43 shares of Vanguard Long-Term Bond ETF worth $2.96K as of Q2 2026.
Key Financial Inc sold 178 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $12.2K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1101 holding.
Key Financial Inc first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
Key Financial Inc's Vanguard Long-Term Bond ETF position peaked at $32.9K in Q4 2025.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.