Parr McKnight Wealth Management Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Parr McKnight Wealth Management 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
2026 Q1	$3.89M	Buy	56,613 +5,538	+11%	+$387K	0.51%	60
2025 Q4	$3.55M	Buy	51,075 +5,866	+13%	+$415K	0.47%	73
2025 Q3	$3.2M	Buy	45,209 +4,257	+10%	+$295K	0.42%	76
2025 Q2	$2.85M	Buy	40,952 +6,499	+19%	+$443K	0.39%	83
2025 Q1	$2.43M	Buy	+34,453	New	+$2.39M	0.35%	93

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

Parr McKnight Wealth Management Group's BLV Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 11% in Q1 2026, buying an estimated $387K and bringing the position to 56,613 shares worth $3.89M. The position accounts for 0.51% of the portfolio, ranked #60.

Parr McKnight Wealth Management Group first reported a position in BLV in Q1 2025 and has held it in 5 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Parr McKnight Wealth Management Group held 56,613 shares of Vanguard Long-Term Bond ETF worth $3.89M as of Q1 2026.
Parr McKnight Wealth Management Group bought 5,538 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $387K.
Vanguard Long-Term Bond ETF made up 0.51% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #60 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.