Principal Financial Group
BLV icon

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

Principal 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
2026
Q2 		$17.3M Sell
251,115
-58,267
-19% -$4M 0.01% 1084
2026
Q1 		$21.3M Sell
309,382
-12,787
-4% -$893K 0.01% 882
2025
Q4 		$22.4M Sell
322,169
-25,297
-7% -$1.79M 0.01% 830
2025
Q3 		$24.6M Sell
347,466
-15,642
-4% -$1.09M 0.01% 753
2025
Q2 		$25.3M Buy
363,108
+139
+0% +$9.48K 0.01% 723
2025
Q1 		$25.6M Sell
362,969
-9,651
-3% -$670K 0.01% 689
2024
Q4 		$25.5M Sell
372,620
-6,070
-2% -$433K 0.01% 715
2024
Q3 		$28.5M Sell
378,690
-1,912
-0.5% -$141K 0.02% 662
2024
Q2 		$26.8M Sell
380,602
-11,722
-3% -$821K 0.02% 706
2024
Q1 		$28.4M Buy
392,324
+57,953
+17% +$4.18M 0.02% 708
2023
Q4 		$24.9M Sell
334,371
-51,573
-13% -$3.53M 0.02% 738
2023
Q3 		$25.9M Buy
385,944
+106,223
+38% +$7.57M 0.02% 670
2023
Q2 		$21M Sell
279,721
-47,814
-15% -$3.59M 0.01% 816
2023
Q1 		$25.1M Sell
327,535
-3,356
-1% -$254K 0.02% 715
2022
Q4 		$24M Buy
330,891
+672
+0.2% +$48.6K 0.02% 709
2022
Q3 		$23.8M Buy
330,219
+407
+0.1% +$32.2K 0.02% 666
2022
Q2 		$26.3M Sell
329,812
-4,932
-1% -$406K 0.02% 655
2022
Q1 		$30.7M Buy
+334,744
New +$31.9M 0.02% 651

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

Principal Financial Group's BLV Position: Q2 2026 in Review

Principal Financial Group reduced its Vanguard Long-Term Bond ETF (BLV) stake by 19% in Q2 2026, selling an estimated $4M and leaving 251,115 shares worth $17.3M. The position accounts for 0.01% of the portfolio, ranked #1084.

Principal Financial Group first reported a position in BLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $30.7M in Q1 2022. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Principal Financial Group held 251,115 shares of Vanguard Long-Term Bond ETF worth $17.3M as of Q2 2026.
  • Principal Financial Group sold 58,267 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $4M.
  • Vanguard Long-Term Bond ETF made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1084 holding.
  • Principal Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Principal Financial Group's Vanguard Long-Term Bond ETF position peaked at $30.7M in Q1 2022.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.