NFG
BLV icon

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

Norris Financial 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
Q3 		– Sell
-82,480
Closed -$5.74M – 100
2025
Q2 		$5.74M Buy
+82,480
New +$5.62M 2.35% 12

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norris Financial Group's BLV Position: Q3 2025 in Review

Norris Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 82,480 shares — an estimated $5.74M sold.

Norris Financial Group first reported a position in BLV in Q2 2025 and held it in 1 quarter. The position peaked at $5.74M in Q2 2025. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

  • Norris Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Norris Financial Group sold 82,480 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $5.74M.
  • Norris Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2025 and held it in 1 quarter.
  • Norris Financial Group's Vanguard Long-Term Bond ETF position peaked at $5.74M in Q2 2025.
  • 379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Norris Financial Group's 13F filing for Q3 2025, filed 20 May 2026.