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

Marcum 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
2025
Q1 		$595K Buy
8,452
+488
+6% +$33.9K 0.05% 173
2024
Q4 		$545K Sell
7,964
-217
-3% -$15.5K 0.05% 181
2024
Q3 		$615K Sell
8,181
-1,109
-12% -$81.5K 0.06% 166
2024
Q2 		$653K Buy
9,290
+570
+7% +$39.9K 0.07% 151
2024
Q1 		$631K Sell
8,720
-65
-0.7% -$4.69K 0.06% 154
2023
Q4 		$655K Sell
8,785
-831
-9% -$56.9K 0.07% 140
2023
Q3 		$645K Buy
9,616
+99
+1% +$7.05K 0.08% 138
2023
Q2 		$713K Sell
9,517
-323
-3% -$24.2K 0.08% 127
2023
Q1 		$754K Sell
9,840
-653
-6% -$49.4K 0.09% 125
2022
Q4 		$760K Sell
10,493
-2,239
-18% -$162K 0.1% 121
2022
Q3 		$916K Sell
12,732
-767
-6% -$60.6K 0.14% 86
2022
Q2 		$1.08M Sell
13,499
-323
-2% -$26.6K 0.16% 83
2022
Q1 		$1.27M Buy
13,822
+129
+0.9% +$12.3K 0.17% 77
2021
Q4 		$1.41M Buy
13,693
+948
+7% +$98K 0.2% 75
2021
Q3 		$1.3M Sell
12,745
-75
-0.6% -$7.87K 0.2% 71
2021
Q2 		$1.32M Buy
12,820
+111
+0.9% +$11.1K 0.21% 63
2021
Q1 		$1.25M Buy
12,709
+2,490
+24% +$255K 0.21% 68
2020
Q4 		$1.12M Sell
10,219
-184
-2% -$20.5K 0.26% 33
2020
Q3 		$1.16M Sell
10,403
-2,346
-18% -$267K 0.36% 37
2020
Q2 		$1.42M Buy
12,749
+99
+0.8% +$10.8K 0.44% 34
2020
Q1 		$1.35M Buy
12,650
+1,241
+11% +$130K 0.52% 22
2019
Q4 		$1.15M Buy
+11,409
New +$1.16M 0.43% 26

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marcum Wealth's BLV Position: Q1 2025 in Review

Marcum Wealth increased its Vanguard Long-Term Bond ETF (BLV) stake by 6.1% in Q1 2025, buying an estimated $33.9K and bringing the position to 8,452 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #173.

Marcum Wealth first reported a position in BLV in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.42M in Q2 2020. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Marcum Wealth held 8,452 shares of Vanguard Long-Term Bond ETF worth $595K as of Q1 2025.
  • Marcum Wealth bought 488 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $33.9K.
  • Vanguard Long-Term Bond ETF made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #173 holding.
  • Marcum Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard Long-Term Bond ETF position peaked at $1.42M in Q2 2020.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.