Optima Capital’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Optima Capital’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	–	Sell	-189	Closed	-$13.1K	–	293
2025 Q4	$13.1K	Buy	+189	New	+$13.4K	0.01%	486

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

Optima Capital's BLV Position: Q1 2026 in Review

Optima Capital sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 189 shares — an estimated $13.1K sold.

Optima Capital first reported a position in BLV in Q4 2025 and held it in 1 quarter. The position peaked at $13.1K in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Optima Capital reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 189 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $13.1K.
Optima Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's Vanguard Long-Term Bond ETF position peaked at $13.1K in Q4 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.