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

LongView 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
2025 Q4	–	Sell	-4,730	Closed	-$335K	–	250
2025 Q3	$335K	Sell	4,730 -662	-12%	-$45.9K	0.09%	156
2025 Q2	$375K	Sell	5,392 -991	-16%	-$67.6K	0.11%	143
2025 Q1	$450K	Sell	6,383 -579	-8%	-$40.2K	0.13%	127
2024 Q4	$476K	Sell	6,962 -76	-1%	-$5.42K	0.15%	120
2024 Q3	$529K	Buy	7,038 +559	+9%	+$41.1K	0.17%	106
2024 Q2	$455K	Sell	6,479 -91	-1%	-$6.37K	0.17%	105
2024 Q1	$475K	Buy	6,570 +599	+10%	+$43.2K	0.19%	104
2023 Q4	$438K	Buy	+5,971	New	+$409K	0.2%	103

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 $20.9B AUM 19.34% 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 $21.9B AUM 68.6% 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

LongView Wealth Management's BLV Position: Q4 2025 in Review

LongView Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 4,730 shares — an estimated $335K sold.

LongView Wealth Management first reported a position in BLV in Q4 2023 and held it in 8 quarters. The position peaked at $529K in Q3 2024. 409 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

LongView Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
LongView Wealth Management sold 4,730 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $335K.
LongView Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 8 quarters.
LongView Wealth Management's Vanguard Long-Term Bond ETF position peaked at $529K in Q3 2024.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on LongView Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.