PSI Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

PSI Advisors’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 Q2	–	Sell	-208	Closed	-$14.6K	–	166
2025 Q1	$14.6K	Buy	208 +10	+5%	+$694	﹤0.01%	403
2024 Q4	$13.6K	Buy	198 +3	+2%	+$214	﹤0.01%	480
2024 Q3	$14.7K	Buy	195 +55	+39%	+$4.04K	﹤0.01%	476
2024 Q2	$9.84K	Buy	140 +110	+367%	+$7.7K	﹤0.01%	518
2024 Q1	$2.17K	Hold	30	–	–	﹤0.01%	661
2023 Q4	$2.24K	Hold	30	–	–	﹤0.01%	708
2023 Q3	$2.01K	Buy	+30	New	+$2.14K	﹤0.01%	686

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

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

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

KIM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PSI Advisors's BLV Position: Q2 2025 in Review

PSI Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 208 shares — an estimated $14.6K sold.

PSI Advisors first reported a position in BLV in Q3 2023 and held it in 7 quarters. The position peaked at $14.7K in Q3 2024. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

PSI Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 208 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $14.6K.
PSI Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 7 quarters.
PSI Advisors's Vanguard Long-Term Bond ETF position peaked at $14.7K in Q3 2024.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.