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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return