Prospera Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Prospera Financial Services’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 Q1	–	Sell	-3,902	Closed	-$271K	–	1426
2025 Q4	$271K	Sell	3,902 -386	-9%	-$27.3K	﹤0.01%	1188
2025 Q3	$304K	Sell	4,288 -1,222	-22%	-$84.8K	0.01%	1136
2025 Q2	$383K	Sell	5,510 -3,867	-41%	-$264K	0.01%	1010
2025 Q1	$660K	Sell	9,377 -8,999	-49%	-$625K	0.02%	685
2024 Q4	$1.26M	Sell	18,376 -8,014	-30%	-$572K	0.03%	483
2024 Q3	$1.98M	Buy	26,390 +19,324	+273%	+$1.42M	0.05%	338
2024 Q2	$497K	Buy	+7,066	New	+$495K	0.01%	715
2022 Q3	–	Sell	-30	Closed	-$2K	–	918
2022 Q2	$2K	Sell	30 -214	-88%	-$17.6K	﹤0.01%	1537
2022 Q1	$22K	Buy	+244	New	+$23.3K	﹤0.01%	1685
2020 Q4	–	Sell	-235	Closed	-$26K	–	780
2020 Q3	$26K	Buy	+235	New	+$26.8K	0.01%	819

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prospera Financial Services's BLV Position: Q1 2026 in Review

Prospera Financial Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 3,902 shares — an estimated $271K sold.

Prospera Financial Services first reported a position in BLV in Q3 2020 and held it in 10 quarters. The position peaked at $1.98M in Q3 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Prospera Financial Services reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Prospera Financial Services sold 3,902 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $271K.
Prospera Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 10 quarters.
Prospera Financial Services's Vanguard Long-Term Bond ETF position peaked at $1.98M in Q3 2024.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.