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Legacy Wealth Management (Idaho)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Legacy Wealth Management (Idaho)’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 		$94.3K Buy
1,371
+215
+19% +$15K 0.05% 190
2025
Q4 		$80.4K Buy
+1,156
New +$81.8K 0.04% 171

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BLV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Vanguard Long-Term Bond ETF (BLV) stake by 19% in Q1 2026, buying an estimated $15K and bringing the position to 1,371 shares worth $94.3K. The position accounts for 0.05% of the portfolio, ranked #190.

Legacy Wealth Management (Idaho) first reported a position in BLV in Q4 2025 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,371 shares of Vanguard Long-Term Bond ETF worth $94.3K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 215 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $15K.
  • Vanguard Long-Term Bond ETF made up 0.05% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #190 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.