PJC
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Phillip James Consulting’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Phillip James Consulting’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
Q2 		– Sell
-76,737
Closed -$8.51M – 339
2026
Q1 		$8.51M Buy
+76,737
New +$5.36M 6.46% 2

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phillip James Consulting's BLV Position: Q2 2026 in Review

Phillip James Consulting sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 76,737 shares — an estimated $8.51M sold.

Phillip James Consulting first reported a position in BLV in Q1 2026 and held it in 1 quarter. The position peaked at $8.51M in Q1 2026. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Phillip James Consulting reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Phillip James Consulting sold 76,737 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $8.51M.
  • Phillip James Consulting first reported a position in Vanguard Long-Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Phillip James Consulting's Vanguard Long-Term Bond ETF position peaked at $8.51M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.