Red Tortoise LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Red Tortoise LLC’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	$1.88K	Hold	27	–	–	﹤0.01%	551
2025 Q4	$1.89K	Hold	27	–	–	﹤0.01%	558
2025 Q3	$1.9K	Buy	27 +1	+4%	+$69	﹤0.01%	550
2025 Q2	$1.84K	Hold	26	–	–	﹤0.01%	551
2025 Q1	$1.84K	Hold	26	–	–	﹤0.01%	520
2024 Q4	$1.77K	Hold	26	–	–	﹤0.01%	544
2024 Q3	$1.92K	Buy	26 +1	+4%	+$73	﹤0.01%	522
2024 Q2	$1.78K	Hold	25	–	–	﹤0.01%	533
2024 Q1	$1.81K	Hold	25	–	–	﹤0.01%	516
2023 Q4	$1.85K	Buy	25 +1	+4%	+$69	﹤0.01%	486
2023 Q3	$1.64K	Hold	24	–	–	﹤0.01%	481
2023 Q2	$1.81K	Hold	24	–	–	﹤0.01%	477
2023 Q1	$1.83K	Hold	24	–	–	﹤0.01%	454
2022 Q4	$1.72K	Buy	+24	New	+$1.74K	﹤0.01%	494
2022 Q2	$1.08M	Buy	13,518 +9	+0.1%	+$741	0.89%	29
2022 Q1	$1.24M	Sell	13,509 -396	-3%	-$37.8K	0.94%	30
2021 Q4	$1.43M	Buy	13,905 +13,882	+60,357%	+$1.43M	0.99%	25
2021 Q3	$2K	Buy	+23	New	+$2.41K	﹤0.01%	405

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Red Tortoise LLC's BLV Position: Q1 2026 in Review

Red Tortoise LLC held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2026 at 27 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Red Tortoise LLC first reported a position in BLV in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.43M in Q4 2021. 410 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Red Tortoise LLC held 27 shares of Vanguard Long-Term Bond ETF worth $1.88K as of Q1 2026.
Red Tortoise LLC left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #551 holding.
Red Tortoise LLC first reported a position in Vanguard Long-Term Bond ETF in Q3 2021 and has held it in 18 quarters since.
Red Tortoise LLC's Vanguard Long-Term Bond ETF position peaked at $1.43M in Q4 2021.
410 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.