Maia Wealth
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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
Q3 		$542K Sell
8,632
-555
-6% -$36.7K 0.07% 204
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Maia Wealth's BLV Position: Q3 2026 in Review

Maia Wealth reduced its Vanguard Long-Term Bond ETF (BLV) stake by 6% in Q3 2026, selling an estimated $36.7K and leaving 8,632 shares worth $542K. The position accounts for 0.07% of the portfolio, ranked #204.

Maia Wealth first reported a position in BLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2025. 325 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

  • Maia Wealth held 8,632 shares of Vanguard Long-Term Bond ETF worth $542K as of Q3 2026.
  • Maia Wealth sold 555 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $36.7K.
  • Vanguard Long-Term Bond ETF made up 0.07% of Maia Wealth's portfolio in Q3 2026, its #204 holding.
  • Maia Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's Vanguard Long-Term Bond ETF position peaked at $1.14M in Q3 2025.
  • 325 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.