Long Run Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Long Run Wealth 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
2025 Q4	$324K	Buy	4,665 +72	+2%	+$5.09K	0.06%	88
2025 Q3	$325K	Buy	4,593 +167	+4%	+$11.6K	0.06%	85
2025 Q2	$308K	Buy	4,426 +201	+5%	+$13.7K	0.06%	88
2025 Q1	$298K	Buy	4,225 +50	+1%	+$3.47K	0.07%	88
2024 Q4	$286K	Buy	4,175 +740	+22%	+$52.8K	0.07%	86
2024 Q3	$258K	Buy	3,435 +417	+14%	+$30.6K	0.06%	90
2024 Q2	$212K	Buy	3,018 +37	+1%	+$2.59K	0.05%	97
2024 Q1	$216K	Buy	2,981 +164	+6%	+$11.8K	0.06%	93
2023 Q4	$210K	Buy	+2,817	New	+$193K	0.06%	90
2023 Q3	–	Sell	-2,736	Closed	-$205K	–	83
2023 Q2	$205K	Buy	+2,736	New	+$205K	0.07%	93

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Long Run Wealth Advisors's BLV Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.6% in Q4 2025, buying an estimated $5.09K and bringing the position to 4,665 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #88.

Long Run Wealth Advisors first reported a position in BLV in Q2 2023 and has held it in 10 quarters since. The position peaked at $325K in Q3 2025. 409 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

Long Run Wealth Advisors held 4,665 shares of Vanguard Long-Term Bond ETF worth $324K as of Q4 2025.
Long Run Wealth Advisors bought 72 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $5.09K.
Vanguard Long-Term Bond ETF made up 0.06% of Long Run Wealth Advisors's portfolio in Q4 2025, its #88 holding.
Long Run Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 10 quarters since.
Long Run Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $325K in Q3 2025.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.