Money Concepts Capital’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Money Concepts Capital’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	$4.95M	Buy	71,938 +727	+1%	+$50.8K	0.27%	82
2025 Q4	$4.95M	Sell	71,211 -512	-0.7%	-$36.2K	0.28%	77
2025 Q3	$5.08M	Buy	+71,723	New	+$4.98M	0.31%	67
2023 Q1	–	Sell	-896	Closed	-$64.9K	–	746
2022 Q4	$64.9K	Buy	896 +303	+51%	+$21.9K	﹤0.01%	1152
2022 Q3	$43K	Buy	593 +4	+0.7%	+$316	﹤0.01%	743
2022 Q2	$47K	Sell	589 -2,350	-80%	-$193K	﹤0.01%	712
2022 Q1	$269K	Buy	2,939 +2,414	+460%	+$230K	0.02%	608
2021 Q4	$54K	Buy	+525	New	+$54.3K	﹤0.01%	591
2021 Q1	$27K	Sell	272 -7	-3%	-$718	﹤0.01%	613
2020 Q4	$31K	Buy	+279	New	+$31.1K	﹤0.01%	552

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 $21.9B AUM 68.6% 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

Money Concepts Capital's BLV Position: Q1 2026 in Review

Money Concepts Capital increased its Vanguard Long-Term Bond ETF (BLV) stake by 1% in Q1 2026, buying an estimated $50.8K and bringing the position to 71,938 shares worth $4.95M. The position accounts for 0.27% of the portfolio, ranked #82.

Money Concepts Capital first reported a position in BLV in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.08M in Q3 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Money Concepts Capital held 71,938 shares of Vanguard Long-Term Bond ETF worth $4.95M as of Q1 2026.
Money Concepts Capital bought 727 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $50.8K.
Vanguard Long-Term Bond ETF made up 0.27% of Money Concepts Capital's portfolio in Q1 2026, its #82 holding.
Money Concepts Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 10 quarters since.
Money Concepts Capital's Vanguard Long-Term Bond ETF position peaked at $5.08M in Q3 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.