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

Liberty 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
2026
Q2 		$4.84M Hold
70,416
– – 0.61% 44
2026
Q1 		$4.84M Buy
70,416
+1,305
+2% +$91.1K 0.61% 44
2025
Q4 		$4.8M Buy
69,111
+3,170
+5% +$224K 0.62% 44
2025
Q3 		$4.67M Sell
65,941
-580
-0.9% -$40.3K 0.66% 37
2025
Q2 		$4.63M Buy
66,521
+1,303
+2% +$88.9K 0.73% 37
2025
Q1 		$4.59M Buy
65,218
+1,911
+3% +$133K 0.88% 33
2024
Q4 		$4.33M Buy
63,307
+5,776
+10% +$412K 0.72% 35
2024
Q3 		$4.33M Buy
57,531
+4,957
+9% +$364K 0.73% 36
2024
Q2 		$3.68M Buy
52,574
+3,744
+8% +$262K 0.68% 36
2024
Q1 		$3.48M Buy
48,830
+48,812
+271,178% +$3.52M 0.68% 36
2023
Q4 		$2.63M Sell
18
-14,731
-100% -$1.01M 0.56% 39
2023
Q3 		$989K Buy
14,749
+257
+2% +$18.3K 0.25% 56
2023
Q2 		$1.11M Sell
14,492
-118
-0.8% -$8.86K 0.27% 50
2023
Q1 		$1.12M Buy
+14,610
New +$1.1M 0.23% 65
2021
Q4 		– Sell
-2,701
Closed -$278K – 280
2021
Q3 		$278K Buy
2,701
+1,324
+96% +$139K 0.1% 125
2021
Q2 		$142K Buy
1,377
+66
+5% +$6.6K 0.06% 167
2021
Q1 		$139K Hold
1,311
– – 0.07% 141
2020
Q4 		$139K Buy
1,311
+245
+23% +$27.3K 0.07% 140
2020
Q3 		$119K Buy
1,066
+64
+6% +$7.29K 0.07% 144
2020
Q2 		$112K Sell
1,002
-74
-7% -$8.09K 0.08% 136
2020
Q1 		$115K Buy
1,076
+14
+1% +$1.46K 0.1% 125
2019
Q4 		$107K Sell
1,062
-59
-5% -$5.98K 0.08% 153
2019
Q3 		$115K Buy
1,121
+15
+1% +$1.51K 0.11% 133
2019
Q2 		$107K Sell
1,106
-54
-5% -$5.01K 0.09% 157
2019
Q1 		$106K Sell
1,160
-104
-8% -$9.22K 0.08% 133
2018
Q4 		$110K Buy
+1,264
New +$108K 0.08% 120

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Liberty Wealth Management's BLV Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 70,416 shares worth $4.84M. The position accounts for 0.61% of the portfolio, ranked #44.

Liberty Wealth Management first reported a position in BLV in Q4 2018 and has held it in 26 quarters since. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Liberty Wealth Management held 70,416 shares of Vanguard Long-Term Bond ETF worth $4.84M as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Bond ETF made up 0.61% of Liberty Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Liberty Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.