Phillips Financial Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Phillips Financial Management’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	$7.93K	Hold	115	–	–	﹤0.01%	277
2026 Q1	$7.91K	Hold	115	–	–	﹤0.01%	272
2025 Q4	$8K	Hold	115	–	–	﹤0.01%	293
2025 Q3	$8.15K	Sell	115 -90	-44%	-$6.25K	﹤0.01%	292
2025 Q2	$14.3K	Sell	205 -364	-64%	-$24.8K	﹤0.01%	251
2025 Q1	$40.1K	Buy	569 +364	+178%	+$25.3K	﹤0.01%	222
2024 Q4	$14K	Sell	205 -211	-51%	-$15.1K	﹤0.01%	239
2024 Q3	$31.3K	Hold	416	–	–	﹤0.01%	227
2024 Q2	$29.2K	Hold	416	–	–	﹤0.01%	226
2024 Q1	$30.1K	Buy	416 +90	+28%	+$6.49K	﹤0.01%	216
2023 Q4	$24.3K	Sell	326 -250	-43%	-$17.1K	﹤0.01%	208
2023 Q3	$38.6K	Hold	576	–	–	﹤0.01%	198
2023 Q2	$43.2K	Hold	576	–	–	﹤0.01%	193
2023 Q1	$44.1K	Hold	576	–	–	﹤0.01%	195
2022 Q4	$41.7K	Buy	576 +250	+77%	+$18.1K	﹤0.01%	184
2022 Q3	$23K	Buy	+326	New	+$25.8K	﹤0.01%	186
2022 Q2	–	Sell	-7,861	Closed	-$721K	–	110
2022 Q1	$721K	Buy	+7,861	New	+$750K	0.07%	97
2020 Q3	–	Sell	-11,255	Closed	-$1.26M	–	85
2020 Q2	$1.26M	Sell	11,255 -264	-2%	-$28.8K	0.21%	64
2020 Q1	$1.21M	Hold	11,519	–	–	0.24%	57
2019 Q4	$1.16M	Sell	11,519 -12	-0.1%	-$1.22K	0.19%	62
2019 Q3	$1.18M	Hold	11,531	–	–	0.21%	58
2019 Q2	$1.12M	Sell	11,531 -2,741	-19%	-$254K	0.2%	61
2019 Q1	$1.3M	Hold	14,272	–	–	0.25%	58
2018 Q4	$1.25M	Hold	14,272	–	–	0.27%	56
2018 Q3	$1.24M	Hold	14,272	–	–	0.25%	52
2018 Q2	$1.26M	Hold	14,272	–	–	0.27%	48
2018 Q1	$1.29M	Hold	14,272	–	–	0.28%	47
2017 Q4	$1.35M	Sell	14,272 -99	-0.7%	-$9.31K	0.28%	48
2017 Q3	$1.35M	Hold	14,371	–	–	0.3%	46
2017 Q2	$1.33M	Hold	14,371	–	–	0.3%	45
2017 Q1	$1.32M	Hold	14,371	–	–	0.32%	46
2016 Q4	$1.3M	Sell	14,371 -29	-0.2%	-$2.67K	0.33%	45
2016 Q3	$1.38M	Hold	14,400	–	–	0.37%	44
2016 Q2	$1.43M	Buy	14,400 +211	+1%	+$19.9K	0.38%	42
2016 Q1	$1.32M	Hold	14,189	–	–	0.37%	43
2015 Q4	$1.26M	Hold	14,189	–	–	0.38%	42
2015 Q3	$1.27M	Hold	14,189	–	–	0.37%	43
2015 Q2	$1.25M	Hold	14,189	–	–	0.34%	44
2015 Q1	$1.37M	Hold	14,189	–	–	0.37%	43
2014 Q4	$1.38M	Sell	14,189 -235	-2%	-$21.7K	0.39%	43
2014 Q3	$1.33M	Buy	+14,424	New	+$1.3M	0.4%	43

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phillips Financial Management's BLV Position: Q2 2026 in Review

Phillips Financial Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 115 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Phillips Financial Management first reported a position in BLV in Q3 2014 and has held it in 41 quarters since. The position peaked at $1.43M in Q2 2016. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Phillips Financial Management held 115 shares of Vanguard Long-Term Bond ETF worth $7.93K as of Q2 2026.
Phillips Financial Management left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #277 holding.
Phillips Financial Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2014 and has held it in 41 quarters since.
Phillips Financial Management's Vanguard Long-Term Bond ETF position peaked at $1.43M in Q2 2016.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.