NWAM LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.29M | Buy |
18,795
+1,267
| +7% | +$88.5K | 0.07% | 247 |
|
|
2025
Q4 | $1.22M | Sell |
17,528
-935
| -5% | -$66.2K | 0.07% | 247 |
|
|
2025
Q3 | $1.31M | Buy |
18,463
+318
| +2% | +$22.1K | 0.07% | 241 |
|
|
2025
Q2 | $1.26M | Buy |
18,145
+6,596
| +57% | +$450K | 0.07% | 238 |
|
|
2025
Q1 | $813K | Sell |
11,549
-2,467
| -18% | -$171K | 0.07% | 239 |
|
|
2024
Q4 | $959K | Buy |
14,016
+23
| +0.2% | +$1.64K | 0.06% | 265 |
|
|
2024
Q3 | $1.05M | Buy |
+13,993
| New | +$1.03M | 0.06% | 260 |
|
|
2024
Q2 | – | Sell |
-13,309
| Closed | -$960K | – | 193 |
|
|
2024
Q1 | $960K | Sell |
13,309
-436
| -3% | -$31.5K | 0.08% | 232 |
|
|
2023
Q4 | $1.03M | Buy |
+13,745
| New | +$942K | 0.08% | 227 |
|
|
2023
Q3 | – | Sell |
-13,102
| Closed | -$982K | – | 504 |
|
|
2023
Q2 | $982K | Buy |
+13,102
| New | +$984K | 0.08% | 221 |
|
|
2023
Q1 | – | Sell |
-14,782
| Closed | -$1.07M | – | 495 |
|
|
2022
Q4 | $1.07M | Sell |
14,782
-6,111
| -29% | -$442K | 0.09% | 207 |
|
|
2022
Q3 | $1.5M | Buy |
20,893
+831
| +4% | +$65.7K | 0.14% | 147 |
|
|
2022
Q2 | $1.6M | Sell |
20,062
-846
| -4% | -$69.6K | 0.15% | 143 |
|
|
2022
Q1 | $1.92M | Buy |
20,908
+3,151
| +18% | +$300K | 0.15% | 142 |
|
|
2021
Q4 | $1.83M | Buy |
+17,757
| New | +$1.84M | 0.14% | 158 |
|
|
2021
Q3 | – | Sell |
-16,213
| Closed | -$1.67M | – | 499 |
|
|
2021
Q2 | $1.67M | Buy |
16,213
+3,716
| +30% | +$371K | 0.15% | 148 |
|
|
2021
Q1 | $1.23M | Buy |
12,497
+2,443
| +24% | +$251K | 0.12% | 181 |
|
|
2020
Q4 | $1.1M | Sell |
10,054
-1,243
| -11% | -$138K | 0.13% | 163 |
|
|
2020
Q3 | $1.26M | Sell |
11,297
-34
| -0.3% | -$3.87K | 0.21% | 111 |
|
|
2020
Q2 | $1.26M | Sell |
11,331
-585
| -5% | -$63.9K | 0.18% | 126 |
|
|
2020
Q1 | $1.27K | Sell |
11,916
-1,053
| -8% | -$110K | 0.03% | 133 |
|
|
2019
Q4 | $1.3M | Sell |
12,969
-818
| -6% | -$82.9K | 0.23% | 97 |
|
|
2019
Q3 | $1.42M | Sell |
13,787
-313
| -2% | -$31.5K | 0.27% | 91 |
|
|
2019
Q2 | $1.37M | Buy |
14,100
+1,360
| +11% | +$126K | 0.27% | 87 |
|
|
2019
Q1 | $1.17M | Sell |
12,740
-371
| -3% | -$32.9K | 0.25% | 92 |
|
|
2018
Q4 | $1.15M | Buy |
13,111
+760
| +6% | +$64.8K | 0.29% | 80 |
|
|
2018
Q3 | $1.08M | Buy |
12,351
+838
| +7% | +$74.2K | 0.24% | 88 |
|
|
2018
Q2 | $1.02M | Buy |
11,513
+655
| +6% | +$58K | 0.24% | 97 |
|
|
2018
Q1 | $987K | Buy |
10,858
+8,148
| +301% | +$743K | 0.25% | 94 |
|
|
2017
Q4 | $258K | Buy |
2,710
+290
| +12% | +$27.3K | 0.07% | 249 |
|
|
2017
Q3 | $227K | Buy |
+2,420
| New | +$227K | 0.06% | 277 |
|
Other funds holding BLV
LNC
KIM
ETC
NWAM LLC's BLV Position: Q1 2026 in Review
NWAM LLC increased its Vanguard Long-Term Bond ETF (BLV) stake by 7.2% in Q1 2026, buying an estimated $88.5K and bringing the position to 18,795 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #247.
NWAM LLC first reported a position in BLV in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.92M in Q1 2022. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.
- NWAM LLC held 18,795 shares of Vanguard Long-Term Bond ETF worth $1.29M as of Q1 2026.
- NWAM LLC bought 1,267 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $88.5K.
- Vanguard Long-Term Bond ETF made up 0.07% of NWAM LLC's portfolio in Q1 2026, its #247 holding.
- NWAM LLC first reported a position in Vanguard Long-Term Bond ETF in Q3 2017 and has held it in 31 quarters since.
- NWAM LLC's Vanguard Long-Term Bond ETF position peaked at $1.92M in Q1 2022.
- 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.
Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.