MPWM Advisory Solutions’s Vanguard Long-Term Bond ETF BLV Stock Holding History

MPWM Advisory Solutions’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	$1.86K	Hold	27	–	–	﹤0.01%	496
2025 Q4	$1.88K	Hold	27	–	–	﹤0.01%	468
2025 Q3	$1.91K	Hold	27	–	–	﹤0.01%	435
2025 Q2	$1.88K	Hold	27	–	–	﹤0.01%	446
2025 Q1	$1.9K	Hold	27	–	–	﹤0.01%	464
2024 Q4	$1.85K	Buy	+27	New	+$1.93K	﹤0.01%	475

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

MPWM Advisory Solutions's BLV Position: Q1 2026 in Review

MPWM Advisory Solutions held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2026 at 27 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

MPWM Advisory Solutions first reported a position in BLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.91K in Q3 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

MPWM Advisory Solutions held 27 shares of Vanguard Long-Term Bond ETF worth $1.86K as of Q1 2026.
MPWM Advisory Solutions left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #496 holding.
MPWM Advisory Solutions first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's Vanguard Long-Term Bond ETF position peaked at $1.91K in Q3 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.