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

Maia Wealth’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	$633K	Sell	9,187 -1,410	-13%	-$96.7K	0.09%	187
2026 Q1	$729K	Sell	10,597 -1,325	-11%	-$92.5K	0.12%	175
2025 Q4	$844K	Sell	11,922 -4,240	-26%	-$300K	0.14%	158
2025 Q3	$1.14M	Buy	16,162 +507	+3%	+$35.2K	0.19%	128
2025 Q2	$1.09M	Buy	15,655 +727	+5%	+$49.6K	0.21%	125
2025 Q1	$1.01M	Sell	14,928 -675	-4%	-$46.9K	0.23%	105
2024 Q4	$1.08M	Buy	15,603 +3,345	+27%	+$239K	0.23%	96
2024 Q3	$878K	Sell	12,258 -549	-4%	-$40.3K	0.22%	101
2024 Q2	$913K	Buy	+12,807	New	+$897K	0.27%	75
2023 Q4	$738K	Buy	+9,893	New	+$678K	0.3%	68

Other funds holding BLV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Maia Wealth's BLV Position: Q2 2026 in Review

Maia Wealth reduced its Vanguard Long-Term Bond ETF (BLV) stake by 13% in Q2 2026, selling an estimated $96.7K and leaving 9,187 shares worth $633K. The position accounts for 0.09% of the portfolio, ranked #187.

Maia Wealth first reported a position in BLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.14M in Q3 2025. 139 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Maia Wealth held 9,187 shares of Vanguard Long-Term Bond ETF worth $633K as of Q2 2026.
Maia Wealth sold 1,410 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $96.7K.
Vanguard Long-Term Bond ETF made up 0.09% of Maia Wealth's portfolio in Q2 2026, its #187 holding.
Maia Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's Vanguard Long-Term Bond ETF position peaked at $1.14M in Q3 2025.
139 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.