Raymond James Financial’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Raymond James Financial’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	$18.5M	Buy	268,586 +6,173	+2%	+$431K	0.01%	1528
2025 Q4	$18.2M	Buy	262,413 +6,811	+3%	+$482K	0.01%	1516
2025 Q3	$18.1M	Buy	255,602 +13,292	+5%	+$922K	0.01%	1483
2025 Q2	$16.9M	Sell	242,310 -52,418	-18%	-$3.57M	0.01%	1493
2025 Q1	$20.8M	Buy	294,728 +38,283	+15%	+$2.66M	0.01%	1275
2024 Q4	$17.5M	Buy	+256,445	New	+$18.3M	0.01%	1424

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 $3.21B AUM 6.83% 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 $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

Raymond James Financial's BLV Position: Q1 2026 in Review

Raymond James Financial increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.4% in Q1 2026, buying an estimated $431K and bringing the position to 268,586 shares worth $18.5M. The position accounts for 0.01% of the portfolio, ranked #1528.

Raymond James Financial first reported a position in BLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.8M in Q1 2025. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Raymond James Financial held 268,586 shares of Vanguard Long-Term Bond ETF worth $18.5M as of Q1 2026.
Raymond James Financial bought 6,173 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $431K.
Vanguard Long-Term Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1528 holding.
Raymond James Financial first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Vanguard Long-Term Bond ETF position peaked at $20.8M in Q1 2025.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.