LifePlan Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

LifePlan Investment 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 Q1	$946K	Buy	13,760 +1,436	+12%	+$100K	0.37%	70
2025 Q4	$857K	Buy	12,324 +1,211	+11%	+$85.7K	0.35%	66
2025 Q3	$787K	Buy	11,113 +1,812	+19%	+$126K	0.33%	65
2025 Q2	$647K	Buy	9,301 +356	+4%	+$24.3K	0.32%	66
2025 Q1	$630K	Buy	8,945 +880	+11%	+$61.1K	0.36%	64
2024 Q4	$552K	Buy	8,065 +1,502	+23%	+$107K	0.34%	59
2024 Q3	$493K	Buy	6,563 +1,276	+24%	+$93.8K	0.32%	56
2024 Q2	$372K	Buy	5,287 +918	+21%	+$64.3K	0.27%	65
2024 Q1	$316K	Buy	+4,369	New	+$315K	0.25%	65

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

LifePlan Investment Advisors's BLV Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 12% in Q1 2026, buying an estimated $100K and bringing the position to 13,760 shares worth $946K. The position accounts for 0.37% of the portfolio, ranked #70.

LifePlan Investment Advisors first reported a position in BLV in Q1 2024 and has held it in 9 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

LifePlan Investment Advisors held 13,760 shares of Vanguard Long-Term Bond ETF worth $946K as of Q1 2026.
LifePlan Investment Advisors bought 1,436 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $100K.
Vanguard Long-Term Bond ETF made up 0.37% of LifePlan Investment Advisors's portfolio in Q1 2026, its #70 holding.
LifePlan Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.