OIA
BLV icon

OneDigital Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-3,412
Closed -$242K – 1511
2025
Q3 		$242K Buy
+3,412
New +$237K ﹤0.01% 1321
2025
Q1 		– Sell
-3,952
Closed -$270K – 1407
2024
Q4 		$270K Sell
3,952
-334
-8% -$23.8K ﹤0.01% 1185
2024
Q3 		$322K Hold
4,286
– – ﹤0.01% 1123
2024
Q2 		$301K Sell
4,286
-4,315
-50% -$302K ﹤0.01% 1110
2024
Q1 		$622K Buy
8,601
+70
+0.8% +$5.05K 0.01% 665
2023
Q4 		$636K Buy
8,531
+2,385
+39% +$163K 0.01% 629
2023
Q3 		$412K Sell
6,146
-1,250
-17% -$89.1K 0.01% 704
2023
Q2 		$554K Buy
7,396
+150
+2% +$11.3K 0.01% 604
2023
Q1 		$555K Sell
7,246
-65
-0.9% -$4.91K 0.01% 578
2022
Q4 		$530K Buy
7,311
+111
+2% +$8.04K 0.02% 506
2022
Q3 		$518K Hold
7,200
– – 0.02% 449
2022
Q2 		$574K Sell
7,200
-600
-8% -$49.4K 0.02% 383
2022
Q1 		$715K Sell
7,800
-2,350
-23% -$224K 0.03% 351
2021
Q4 		$1.04M Sell
10,150
-851
-8% -$88K 0.04% 280
2021
Q3 		$1.13M Sell
11,001
-613
-5% -$64.3K 0.04% 241
2021
Q2 		$1.2M Buy
+11,614
New +$1.16M 0.05% 223
2019
Q3 		– Sell
-15
Closed -$1K – 624
2019
Q2 		$1K Buy
+15
New +$1.39K ﹤0.01% 1154

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's BLV Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 3,412 shares — an estimated $242K sold.

OneDigital Investment Advisors first reported a position in BLV in Q2 2019 and held it in 17 quarters. The position peaked at $1.2M in Q2 2021. 408 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,412 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $242K.
  • OneDigital Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2019 and held it in 17 quarters.
  • OneDigital Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $1.2M in Q2 2021.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.