Outlook Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Outlook Wealth 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
2026 Q1	$648K	Buy	9,418 +272	+3%	+$19K	0.16%	148
2025 Q4	$636K	Hold	9,146	–	–	0.14%	146
2025 Q3	$648K	Buy	9,146 +53	+0.6%	+$3.68K	0.16%	131
2025 Q2	$632K	Hold	9,093	–	–	0.16%	124
2025 Q1	$640K	Buy	9,093 +52	+0.6%	+$3.61K	0.18%	114
2024 Q4	$619K	Buy	9,041 +94	+1%	+$6.71K	0.18%	116
2024 Q3	$673K	Buy	8,947 +162	+2%	+$11.9K	0.19%	107
2024 Q2	$921K	Hold	8,785	–	–	0.29%	69
2024 Q1	$635K	Buy	+8,785	New	+$634K	0.2%	113
2022 Q2	–	Sell	-3,229	Closed	-$296K	–	190
2022 Q1	$296K	Buy	3,229 +68	+2%	+$6.49K	0.1%	162
2021 Q4	$325K	Sell	3,161 -2,759	-47%	-$285K	0.1%	162
2021 Q3	$606K	Sell	5,920 -222	-4%	-$23.3K	0.2%	122
2021 Q2	$633K	Buy	6,142 +161	+3%	+$16.1K	0.2%	129
2021 Q1	$587K	Sell	5,981 -4,988	-45%	-$512K	0.2%	124
2020 Q4	$1.2M	Sell	10,969 -4,822	-31%	-$537K	0.44%	61
2020 Q3	$1.77M	Sell	15,791 -149	-0.9%	-$17K	0.7%	31
2020 Q2	$1.78M	Buy	15,940 +5,404	+51%	+$590K	0.75%	35
2020 Q1	$1.12M	Buy	+10,536	New	+$1.1M	0.63%	42

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

Outlook Wealth Advisors's BLV Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 3% in Q1 2026, buying an estimated $19K and bringing the position to 9,418 shares worth $648K. The position accounts for 0.16% of the portfolio, ranked #148.

Outlook Wealth Advisors first reported a position in BLV in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.78M in Q2 2020. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Outlook Wealth Advisors held 9,418 shares of Vanguard Long-Term Bond ETF worth $648K as of Q1 2026.
Outlook Wealth Advisors bought 272 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $19K.
Vanguard Long-Term Bond ETF made up 0.16% of Outlook Wealth Advisors's portfolio in Q1 2026, its #148 holding.
Outlook Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and has held it in 18 quarters since.
Outlook Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $1.78M in Q2 2020.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.