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

Maridea 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
2026
Q1 		$200K Buy
+2,915
New +$204K 0.03% 437
2025
Q4 		– Sell
-2,978
Closed -$215K – 416
2025
Q3 		$215K Buy
+2,978
New +$207K 0.03% 395

Other funds holding BLV

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LPL Financial
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Maridea Wealth Management's BLV Position: Q1 2026 in Review

Maridea Wealth Management opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q1 2026: 2,915 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #437 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in BLV as recently as Q3 2025.

Maridea Wealth Management first reported a position in BLV in Q3 2025 and has held it in 2 quarters since. The position peaked at $215K in Q3 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Maridea Wealth Management held 2,915 shares of Vanguard Long-Term Bond ETF worth $200K as of Q1 2026.
  • Vanguard Long-Term Bond ETF was a new Maridea Wealth Management position in Q1 2026.
  • Vanguard Long-Term Bond ETF made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #437 holding.
  • Maridea Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Maridea Wealth Management's Vanguard Long-Term Bond ETF position peaked at $215K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.