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 Q2	$959K	Buy	13,910 +150	+1%	+$10.3K	0.33%	73
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 $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

LifePlan Investment Advisors's BLV Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.1% in Q2 2026, buying an estimated $10.3K and bringing the position to 13,910 shares worth $959K. The position accounts for 0.33% of the portfolio, ranked #73.

LifePlan Investment Advisors first reported a position in BLV in Q1 2024 and has held it in 10 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

LifePlan Investment Advisors held 13,910 shares of Vanguard Long-Term Bond ETF worth $959K as of Q2 2026.
LifePlan Investment Advisors bought 150 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $10.3K.
Vanguard Long-Term Bond ETF made up 0.33% of LifePlan Investment Advisors's portfolio in Q2 2026, its #73 holding.
LifePlan Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.