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

Modern 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 		– Sell
-3,272
Closed -$227K – 889
2025
Q4 		$227K Buy
+3,272
New +$232K ﹤0.01% 773

Other funds holding BLV

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LPL Financial
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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

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

Modern Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 3,272 shares — an estimated $227K sold.

Modern Wealth Management first reported a position in BLV in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Modern Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 3,272 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $227K.
  • Modern Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and held it in 1 quarter.
  • Modern Wealth Management's Vanguard Long-Term Bond ETF position peaked at $227K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.