Kingsview Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Kingsview Wealth 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
2025 Q4	–	Sell	-5,233	Closed	-$371K	–	1243
2025 Q3	$371K	Sell	5,233 -3,722	-42%	-$258K	0.01%	895
2025 Q2	$623K	Buy	8,955 +3,072	+52%	+$209K	0.01%	696
2025 Q1	$414K	Buy	+5,883	New	+$408K	0.01%	787
2021 Q3	–	Sell	-2,006	Closed	-$207K	–	899
2021 Q2	$207K	Sell	2,006 -544	-21%	-$54.4K	0.01%	819
2021 Q1	$251K	Buy	2,550 +435	+21%	+$44.6K	0.01%	697
2020 Q4	$232K	Sell	2,115 -35	-2%	-$3.9K	0.02%	611
2020 Q3	$240K	Sell	2,150 -433	-17%	-$49.3K	0.02%	525
2020 Q2	$288K	Sell	2,583 -349	-12%	-$38.1K	0.03%	449
2020 Q1	$313K	Buy	2,932 +657	+29%	+$68.6K	0.04%	348
2019 Q4	$228K	Buy	+2,275	New	+$230K	0.03%	422

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management's BLV Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 5,233 shares — an estimated $371K sold.

Kingsview Wealth Management first reported a position in BLV in Q4 2019 and held it in 10 quarters. The position peaked at $623K in Q2 2025. 409 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

Kingsview Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 5,233 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $371K.
Kingsview Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 10 quarters.
Kingsview Wealth Management's Vanguard Long-Term Bond ETF position peaked at $623K in Q2 2025.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.