Laurel Wealth Advisors (North Carolina)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-18	Closed	-$1.25K	–	252
2025 Q4	$1.25K	Buy	+18	New	+$1.27K	﹤0.01%	630
2025 Q2	–	Sell	-18	Closed	-$1.27K	–	251
2025 Q1	$1.27K	Hold	18	–	–	﹤0.01%	620
2024 Q4	$1.23K	Hold	18	–	–	﹤0.01%	648
2024 Q3	$1.35K	Buy	+18	New	+$1.32K	﹤0.01%	606
2021 Q4	–	Sell	-426	Closed	-$44K	–	670
2021 Q3	$44K	Buy	+426	New	+$44.7K	0.01%	277

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

Laurel Wealth Advisors (North Carolina)'s BLV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 18 shares — an estimated $1.25K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BLV in Q3 2021 and held it in 5 quarters. The position peaked at $44K in Q3 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 18 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.25K.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Long-Term Bond ETF in Q3 2021 and held it in 5 quarters.
Laurel Wealth Advisors (North Carolina)'s Vanguard Long-Term Bond ETF position peaked at $44K in Q3 2021.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.