Keystone Financial Group (Kentucky)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Keystone Financial Group (Kentucky)’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	$223K	Hold	3,242	–	–	0.01%	504
2026 Q1	$223K	Hold	3,242	–	–	0.02%	465
2025 Q4	$225K	Buy	3,242 +10	+0.3%	+$708	0.02%	409
2025 Q3	$229K	Buy	+3,232	New	+$224K	0.02%	379
2024 Q1	–	Sell	-3,467	Closed	-$259K	–	350
2023 Q4	$259K	Buy	3,467 +1	+0%	+$69	0.05%	237
2023 Q3	$232K	Sell	3,466 -194	-5%	-$13.8K	0.04%	256
2023 Q2	$274K	Buy	+3,660	New	+$275K	0.05%	231

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

Keystone Financial Group (Kentucky)'s BLV Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 3,242 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #504.

Keystone Financial Group (Kentucky) first reported a position in BLV in Q2 2023 and has held it in 7 quarters since. The position peaked at $274K in Q2 2023. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Keystone Financial Group (Kentucky) held 3,242 shares of Vanguard Long-Term Bond ETF worth $223K as of Q2 2026.
Keystone Financial Group (Kentucky) left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #504 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 7 quarters since.
Keystone Financial Group (Kentucky)'s Vanguard Long-Term Bond ETF position peaked at $274K in Q2 2023.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.