Level Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Level Financial Advisors’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 Q2	$3.52M	Sell	51,081 -2,562	-5%	-$176K	0.79%	28
2026 Q1	$3.69M	Buy	53,643 +3,499	+7%	+$244K	0.94%	26
2025 Q4	$3.49M	Sell	50,144 -85	-0.2%	-$6.01K	0.92%	26
2025 Q3	$3.56M	Buy	50,229 +3,456	+7%	+$240K	1%	25
2025 Q2	$3.25M	Buy	46,773 +3,981	+9%	+$271K	1.01%	25
2025 Q1	$3.01M	Buy	42,792 +24,073	+129%	+$1.67M	1.02%	24
2024 Q4	$1.28M	Buy	18,719 +8,310	+80%	+$593K	0.47%	37
2024 Q3	$782K	Buy	10,409 +4,212	+68%	+$310K	0.3%	43
2024 Q2	$436K	Buy	+6,197	New	+$434K	0.19%	50
2024 Q1	–	Sell	-1,571	Closed	-$117K	–	97
2023 Q4	$117K	Sell	1,571 -635	-29%	-$43.5K	0.06%	79
2023 Q3	$148K	Buy	2,206 +28	+1%	+$2K	0.08%	66
2023 Q2	$163K	Buy	2,178 +8	+0.4%	+$601	0.09%	64
2023 Q1	$166K	Sell	2,170 -143	-6%	-$10.8K	0.1%	54
2022 Q4	$168K	Buy	2,313 +91	+4%	+$6.59K	0.11%	52
2022 Q3	$160K	Sell	2,222 -487	-18%	-$38.5K	0.12%	56
2022 Q2	$216K	Buy	2,709 +716	+36%	+$58.9K	0.16%	47
2022 Q1	$183K	Buy	1,993 +591	+42%	+$56.4K	0.14%	45
2021 Q4	$144K	Buy	+1,402	New	+$145K	0.11%	52

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Level Financial Advisors's BLV Position: Q2 2026 in Review

Level Financial Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 4.8% in Q2 2026, selling an estimated $176K and leaving 51,081 shares worth $3.52M. The position accounts for 0.79% of the portfolio, ranked #28.

Level Financial Advisors first reported a position in BLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.69M in Q1 2026. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Level Financial Advisors held 51,081 shares of Vanguard Long-Term Bond ETF worth $3.52M as of Q2 2026.
Level Financial Advisors sold 2,562 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $176K.
Vanguard Long-Term Bond ETF made up 0.79% of Level Financial Advisors's portfolio in Q2 2026, its #28 holding.
Level Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
Level Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $3.69M in Q1 2026.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.