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Leo Wealth LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Leo Wealth LLC’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 		$334K Sell
4,850
-1,025
-17% -$71.6K 0.02% 333
2025
Q4 		$408K Buy
+5,875
New +$416K 0.03% 291
2025
Q3 		– Sell
-4,743
Closed -$330K – 296
2025
Q2 		$330K Buy
+4,743
New +$323K 0.03% 297

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leo Wealth LLC's BLV Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard Long-Term Bond ETF (BLV) stake by 17% in Q1 2026, selling an estimated $71.6K and leaving 4,850 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #333.

Leo Wealth LLC first reported a position in BLV in Q2 2025 and has held it in 3 quarters since. The position peaked at $408K in Q4 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Leo Wealth LLC held 4,850 shares of Vanguard Long-Term Bond ETF worth $334K as of Q1 2026.
  • Leo Wealth LLC sold 1,025 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $71.6K.
  • Vanguard Long-Term Bond ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #333 holding.
  • Leo Wealth LLC first reported a position in Vanguard Long-Term Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Leo Wealth LLC's Vanguard Long-Term Bond ETF position peaked at $408K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.