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Mark Sheptoff Financial Planning’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Mark Sheptoff Financial Planning’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 		$12.3K Hold
178
– – 0.01% 331
2026
Q1 		$12.1K Buy
+178
New +$12.4K 0.01% 323

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

Mark Sheptoff Financial Planning's BLV Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 178 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #331.

Mark Sheptoff Financial Planning first reported a position in BLV in Q1 2026 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Mark Sheptoff Financial Planning held 178 shares of Vanguard Long-Term Bond ETF worth $12.3K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Bond ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #331 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard Long-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.