Retirement Planning Group (Kansas)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Retirement Planning Group (Kansas)’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	–	Sell	-6,574	Closed	-$457K	–	482
2025 Q4	$457K	Sell	6,574 -1,103	-14%	-$78.1K	0.02%	281
2025 Q3	$544K	Sell	7,677 -75	-1%	-$5.21K	0.02%	256
2025 Q2	$539K	Sell	7,752 -4,831	-38%	-$329K	0.02%	207
2025 Q1	$886K	Sell	12,583 -15,885	-56%	-$1.1M	0.04%	147
2024 Q4	$1.95M	Sell	28,468 -39,637	-58%	-$2.83M	0.1%	79
2024 Q3	$5.12M	Buy	+68,105	New	+$5.01M	0.28%	44

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 Planning Group (Kansas)'s BLV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 6,574 shares — an estimated $457K sold.

Retirement Planning Group (Kansas) first reported a position in BLV in Q3 2024 and held it in 6 quarters. The position peaked at $5.12M in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Retirement Planning Group (Kansas) reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 6,574 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $457K.
Retirement Planning Group (Kansas) first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and held it in 6 quarters.
Retirement Planning Group (Kansas)'s Vanguard Long-Term Bond ETF position peaked at $5.12M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.