Park Square Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Park Square Financial Group’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	–	Sell	-1,166	Closed	-$81.1K	–	336
2025 Q2	$81.1K	Buy	1,166 +29	+3%	+$1.98K	0.06%	229
2025 Q1	$80.1K	Hold	1,137	–	–	0.06%	205
2024 Q4	$77.8K	Buy	+1,137	New	+$81.2K	0.05%	216

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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 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 New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Park Square Financial Group's BLV Position: Q3 2025 in Review

Park Square Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 1,166 shares — an estimated $81.1K sold.

Park Square Financial Group first reported a position in BLV in Q4 2024 and held it in 3 quarters. The position peaked at $81.1K in Q2 2025. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

Park Square Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 1,166 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $81.1K.
Park Square Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Vanguard Long-Term Bond ETF position peaked at $81.1K in Q2 2025.
379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.