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 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 $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

Keystone Financial Group (Kentucky)'s BLV Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2026 at 3,242 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #465.

Keystone Financial Group (Kentucky) first reported a position in BLV in Q2 2023 and has held it in 6 quarters since. The position peaked at $274K in Q2 2023. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Keystone Financial Group (Kentucky) held 3,242 shares of Vanguard Long-Term Bond ETF worth $223K as of Q1 2026.
Keystone Financial Group (Kentucky) left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Long-Term Bond ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #465 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 6 quarters since.
Keystone Financial Group (Kentucky)'s Vanguard Long-Term Bond ETF position peaked at $274K in Q2 2023.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.