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

Mascagni 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	$519K	Sell	7,542 -418	-5%	-$29.2K	0.37%	71
2025 Q4	$553K	Buy	7,960 +86	+1%	+$6.09K	0.41%	63
2025 Q3	$558K	Sell	7,874 -503	-6%	-$34.9K	0.43%	63
2025 Q2	$583K	Buy	8,377 +616	+8%	+$42K	0.5%	57
2025 Q1	$547K	Hold	7,761	–	–	0.54%	56
2024 Q4	$547K	Buy	+7,761	New	+$554K	0.54%	56

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mascagni Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 5.3% in Q1 2026, selling an estimated $29.2K and leaving 7,542 shares worth $519K. The position accounts for 0.37% of the portfolio, ranked #71.

Mascagni Wealth Management first reported a position in BLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $583K in Q2 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Mascagni Wealth Management held 7,542 shares of Vanguard Long-Term Bond ETF worth $519K as of Q1 2026.
Mascagni Wealth Management sold 418 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $29.2K.
Vanguard Long-Term Bond ETF made up 0.37% of Mascagni Wealth Management's portfolio in Q1 2026, its #71 holding.
Mascagni Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Mascagni Wealth Management's Vanguard Long-Term Bond ETF position peaked at $583K in Q2 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.