Newbridge Financial Services Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Newbridge Financial Services Group’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
2025 Q2	–	Sell	-90	Closed	-$6.34K	–	1324
2025 Q1	$6.34K	Sell	90 -245	-73%	-$17K	﹤0.01%	757
2024 Q4	$22.9K	Buy	+335	New	+$23.9K	0.01%	570
2024 Q3	–	Sell	-335	Closed	-$23.5K	–	707
2024 Q2	$23.5K	Hold	335	–	–	0.01%	546
2024 Q1	$24.2K	Hold	335	–	–	0.01%	561
2023 Q4	$25K	Hold	335	–	–	0.01%	543
2023 Q3	$22.5K	Hold	335	–	–	0.01%	615
2023 Q2	$25.1K	Hold	335	–	–	0.01%	627
2023 Q1	$25.7K	Hold	335	–	–	0.01%	637
2022 Q4	$24.3K	Hold	335	–	–	0.01%	655
2022 Q3	$24K	Hold	335	–	–	0.01%	641
2022 Q2	$27K	Sell	335 -115	-26%	-$9.46K	0.02%	556
2022 Q1	$41K	Buy	450 +441	+4,900%	+$42.1K	0.02%	529
2021 Q4	$1K	Sell	9 -3	-25%	-$310	﹤0.01%	1302
2021 Q3	$1K	Sell	12 -3	-20%	-$315	﹤0.01%	1232
2021 Q2	$2K	Buy	+15	New	+$1.5K	﹤0.01%	1257

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Newbridge Financial Services Group's BLV Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 90 shares — an estimated $6.34K sold.

Newbridge Financial Services Group first reported a position in BLV in Q2 2021 and held it in 15 quarters. The position peaked at $41K in Q1 2022. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

Newbridge Financial Services Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 90 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $6.34K.
Newbridge Financial Services Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2021 and held it in 15 quarters.
Newbridge Financial Services Group's Vanguard Long-Term Bond ETF position peaked at $41K in Q1 2022.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.