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 Q2	$19.5M	Buy	283,577 +14,991	+6%	+$1.03M	0.01%	1583
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 22.9% 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

Raymond James Financial's BLV Position: Q2 2026 in Review

Raymond James Financial increased its Vanguard Long-Term Bond ETF (BLV) stake by 5.6% in Q2 2026, buying an estimated $1.03M and bringing the position to 283,577 shares worth $19.5M. The position accounts for 0.01% of the portfolio, ranked #1583.

Raymond James Financial first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.8M in Q1 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Raymond James Financial held 283,577 shares of Vanguard Long-Term Bond ETF worth $19.5M as of Q2 2026.
Raymond James Financial bought 14,991 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.03M.
Vanguard Long-Term Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1583 holding.
Raymond James Financial first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Vanguard Long-Term Bond ETF position peaked at $20.8M in Q1 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.