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

Principal Securities’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 Q4	–	Sell	-1,752	Closed	-$124K	–	1598
2025 Q3	$124K	Sell	1,752 -93	-5%	-$6.45K	﹤0.01%	1491
2025 Q2	$128K	Sell	1,845 -11,934	-87%	-$814K	﹤0.01%	1433
2025 Q1	$943K	Hold	13,779	–	–	0.02%	576
2024 Q4	$943K	Buy	13,779 +2,087	+18%	+$149K	0.02%	573
2024 Q3	$879K	Buy	11,692 +287	+3%	+$21.1K	0.02%	567
2024 Q2	$802K	Buy	11,405 +263	+2%	+$18.4K	0.02%	541
2024 Q1	$806K	Sell	11,142 -79,340	-88%	-$5.72M	0.03%	512
2023 Q4	$6.75M	Buy	+90,482	New	+$6.2M	0.25%	80

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Principal Securities's BLV Position: Q4 2025 in Review

Principal Securities sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 1,752 shares — an estimated $124K sold.

Principal Securities first reported a position in BLV in Q4 2023 and held it in 8 quarters. The position peaked at $6.75M in Q4 2023. 410 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

Principal Securities reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,752 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $124K.
Principal Securities first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Vanguard Long-Term Bond ETF position peaked at $6.75M in Q4 2023.
410 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.