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 Q2	$443K	Sell	6,432 -1,110	-15%	-$76.1K	0.28%	84
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 $424B AUM 22.96% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mascagni Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 15% in Q2 2026, selling an estimated $76.1K and leaving 6,432 shares worth $443K. The position accounts for 0.28% of the portfolio, ranked #84.

Mascagni Wealth Management first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $583K in Q2 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Mascagni Wealth Management held 6,432 shares of Vanguard Long-Term Bond ETF worth $443K as of Q2 2026.
Mascagni Wealth Management sold 1,110 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $76.1K.
Vanguard Long-Term Bond ETF made up 0.28% of Mascagni Wealth Management's portfolio in Q2 2026, its #84 holding.
Mascagni Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Mascagni Wealth Management's Vanguard Long-Term Bond ETF position peaked at $583K in Q2 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.