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 Q2	$793K	Buy	11,504 +354	+3%	+$24.3K	0.3%	98
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 $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

Retirement Guys Formula's BLV Position: Q2 2026 in Review

Retirement Guys Formula increased its Vanguard Long-Term Bond ETF (BLV) stake by 3.2% in Q2 2026, buying an estimated $24.3K and bringing the position to 11,504 shares worth $793K. The position accounts for 0.3% of the portfolio, ranked #98.

Retirement Guys Formula first reported a position in BLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Retirement Guys Formula held 11,504 shares of Vanguard Long-Term Bond ETF worth $793K as of Q2 2026.
Retirement Guys Formula bought 354 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $24.3K.
Vanguard Long-Term Bond ETF made up 0.3% of Retirement Guys Formula's portfolio in Q2 2026, its #98 holding.
Retirement Guys Formula first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Retirement Guys Formula's Vanguard Long-Term Bond ETF position peaked at $1.08M in Q3 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.