Lugano Financial Advisors SA (LFA)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$28.4K	Hold	412	–	–	0.02%	196
2026 Q1	$28.1K	Sell	412 -818	-67%	-$57.1K	0.01%	180
2025 Q4	$85.5K	Hold	1,230	–	–	0.04%	128
2025 Q3	$86.8K	Hold	1,230	–	–	0.05%	121
2025 Q2	$84.8K	Hold	1,230	–	–	0.05%	121
2025 Q1	$86.6K	Hold	1,230	–	–	0.06%	111
2024 Q4	$84.2K	Sell	1,230 -53,929	-98%	-$3.85M	0.06%	120
2024 Q3	$4.15M	Buy	55,159 +7,237	+15%	+$532K	2.82%	11
2024 Q2	$3.37M	Sell	47,922 -2,339	-5%	-$164K	2.57%	12
2024 Q1	$3.64M	Sell	50,261 -1,791	-3%	-$129K	2.65%	10
2023 Q4	$3.88M	Buy	+52,052	New	+$3.57M	3.05%	11

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

Lugano Financial Advisors SA (LFA)'s BLV Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 412 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #196.

Lugano Financial Advisors SA (LFA) first reported a position in BLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q3 2024. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 412 shares of Vanguard Long-Term Bond ETF worth $28.4K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up 0.02% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #196 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Lugano Financial Advisors SA (LFA)'s Vanguard Long-Term Bond ETF position peaked at $4.15M in Q3 2024.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.