Private Wealth Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Private Wealth Asset 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	$8.62K	Hold	125	–	–	﹤0.01%	735
2026 Q1	$8.6K	Hold	125	–	–	﹤0.01%	723
2025 Q4	$8.69K	Sell	125 -80	-39%	-$5.66K	﹤0.01%	703
2025 Q3	$14.5K	Sell	205 -44	-18%	-$3.05K	﹤0.01%	572
2025 Q2	$17.3K	Sell	249 -350	-58%	-$23.9K	﹤0.01%	561
2025 Q1	$42.2K	Buy	+599	New	+$41.6K	0.01%	413

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

Private Wealth Asset Management's BLV Position: Q2 2026 in Review

Private Wealth Asset Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 125 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Private Wealth Asset Management first reported a position in BLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.2K in Q1 2025. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Private Wealth Asset Management held 125 shares of Vanguard Long-Term Bond ETF worth $8.62K as of Q2 2026.
Private Wealth Asset Management left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #735 holding.
Private Wealth Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Vanguard Long-Term Bond ETF position peaked at $42.2K in Q1 2025.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.