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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
Q2 		$207K Buy
2,998
+83
+3% +$5.69K 0.02% 525
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Maridea Wealth Management's BLV Position: Q2 2026 in Review

Maridea Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.8% in Q2 2026, buying an estimated $5.69K and bringing the position to 2,998 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #525.

Maridea Wealth Management first reported a position in BLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $215K in Q3 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Maridea Wealth Management held 2,998 shares of Vanguard Long-Term Bond ETF worth $207K as of Q2 2026.
  • Maridea Wealth Management bought 83 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $5.69K.
  • Vanguard Long-Term Bond ETF made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #525 holding.
  • Maridea Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Vanguard Long-Term Bond ETF position peaked at $215K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.