Retirement Guys Formula’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Retirement Guys Formula’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	$767K	Sell	11,150 -1,840	-14%	-$128K	0.35%	89
2025 Q4	$903K	Sell	12,990 -2,248	-15%	-$159K	0.41%	95
2025 Q3	$1.08M	Buy	15,238 +541	+4%	+$37.5K	0.38%	86
2025 Q2	$1.02M	Sell	14,697 -157	-1%	-$10.7K	0.39%	92
2025 Q1	$1.05M	Buy	+14,854	New	+$1.03M	0.52%	77

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 $21.9B AUM 68.6% 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

Retirement Guys Formula's BLV Position: Q1 2026 in Review

Retirement Guys Formula reduced its Vanguard Long-Term Bond ETF (BLV) stake by 14% in Q1 2026, selling an estimated $128K and leaving 11,150 shares worth $767K. The position accounts for 0.35% of the portfolio, ranked #89.

Retirement Guys Formula first reported a position in BLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Retirement Guys Formula held 11,150 shares of Vanguard Long-Term Bond ETF worth $767K as of Q1 2026.
Retirement Guys Formula sold 1,840 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $128K.
Vanguard Long-Term Bond ETF made up 0.35% of Retirement Guys Formula's portfolio in Q1 2026, its #89 holding.
Retirement Guys Formula first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
Retirement Guys Formula's Vanguard Long-Term Bond ETF position peaked at $1.08M in Q3 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.