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

Optimum 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
Q3 		$160K Buy
2,260
+83
+4% +$5.76K 0.06% 208
2025
Q2 		$151K Sell
2,177
-1,480
-40% -$101K 0.07% 206
2025
Q1 		$258K Buy
3,657
+1,650
+82% +$115K 0.12% 147
2024
Q4 		$137K Sell
2,007
-137
-6% -$9.78K 0.06% 217
2024
Q3 		$161K Buy
2,144
+288
+16% +$21.2K 0.07% 210
2024
Q2 		$130K Buy
1,856
+227
+14% +$15.9K 0.06% 232
2024
Q1 		$118K Buy
1,629
+239
+17% +$17.2K 0.05% 252
2023
Q4 		$104K Buy
1,390
+15
+1% +$1.03K 0.05% 256
2023
Q3 		$92.2K Sell
1,375
-57
-4% -$4.06K 0.05% 277
2023
Q2 		$107K Buy
1,432
+62
+5% +$4.66K 0.05% 263
2023
Q1 		$105K Buy
1,370
+37
+3% +$2.8K 0.06% 261
2022
Q4 		$96.6K Sell
1,333
-581
-30% -$42.1K 0.05% 270
2022
Q3 		$138K Buy
1,914
+39
+2% +$3.08K 0.07% 226
2022
Q2 		$149K Buy
1,875
+86
+5% +$7.08K 0.07% 227
2022
Q1 		$164K Sell
1,789
-624
-26% -$59.5K 0.07% 237
2021
Q4 		$248K Buy
2,413
+64
+3% +$6.62K 0.1% 191
2021
Q3 		$240K Sell
2,349
-553
-19% -$58K 0.1% 192
2021
Q2 		$299K Sell
2,902
-2,239
-44% -$224K 0.09% 199
2021
Q1 		$505K Buy
5,141
+2,033
+65% +$209K 0.15% 146
2020
Q4 		$341K Sell
3,108
-476
-13% -$53K 0.1% 179
2020
Q3 		$401K Buy
3,584
+32
+0.9% +$3.64K 0.13% 140
2020
Q2 		$397K Buy
3,552
+129
+4% +$14.1K 0.14% 150
2020
Q1 		$365K Buy
3,423
+68
+2% +$7.1K 0.15% 147
2019
Q4 		$337K Buy
3,355
+189
+6% +$19.1K 0.1% 202
2019
Q3 		$325K Buy
3,166
+81
+3% +$8.14K 0.1% 201
2019
Q2 		$299K Buy
3,085
+16
+0.5% +$1.49K 0.1% 211
2019
Q1 		$283K Buy
3,069
+46
+2% +$4.08K 0.09% 221
2018
Q4 		$265K Buy
3,023
+122
+4% +$10.4K 0.09% 208
2018
Q3 		$254K Sell
2,901
-220
-7% -$19.5K 0.07% 260
2018
Q2 		$277K Buy
3,121
+736
+31% +$65.2K 0.08% 245
2018
Q1 		$217K Sell
2,385
-373
-14% -$34K 0.06% 275
2017
Q4 		$262K Buy
+2,758
New +$259K 0.08% 255

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Optimum Investment Advisors's BLV Position: Q3 2025 in Review

Optimum Investment Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 3.8% in Q3 2025, buying an estimated $5.76K and bringing the position to 2,260 shares worth $160K. The position accounts for 0.06% of the portfolio, ranked #208.

Optimum Investment Advisors first reported a position in BLV in Q4 2017 and has held it in 32 quarters since. The position peaked at $505K in Q1 2021. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

  • Optimum Investment Advisors held 2,260 shares of Vanguard Long-Term Bond ETF worth $160K as of Q3 2025.
  • Optimum Investment Advisors bought 83 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $5.76K.
  • Vanguard Long-Term Bond ETF made up 0.06% of Optimum Investment Advisors's portfolio in Q3 2025, its #208 holding.
  • Optimum Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Optimum Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $505K in Q1 2021.
  • 379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.