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 Q2	$4.39M	Sell	63,658 -8,280	-12%	-$568K	0.2%	104
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 $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

Money Concepts Capital's BLV Position: Q2 2026 in Review

Money Concepts Capital reduced its Vanguard Long-Term Bond ETF (BLV) stake by 12% in Q2 2026, selling an estimated $568K and leaving 63,658 shares worth $4.39M. The position accounts for 0.2% of the portfolio, ranked #104.

Money Concepts Capital first reported a position in BLV in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.08M in Q3 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Money Concepts Capital held 63,658 shares of Vanguard Long-Term Bond ETF worth $4.39M as of Q2 2026.
Money Concepts Capital sold 8,280 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $568K.
Vanguard Long-Term Bond ETF made up 0.2% of Money Concepts Capital's portfolio in Q2 2026, its #104 holding.
Money Concepts Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 11 quarters since.
Money Concepts Capital's Vanguard Long-Term Bond ETF position peaked at $5.08M in Q3 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.