Retirement Wealth Solutions’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Retirement Wealth Solutions’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 Q3	$2.31M	Buy	36,782 +217	+0.6%	+$14.3K	1.22%	22
2026 Q2	$2.52M	Buy	36,565 +317	+0.9%	+$21.7K	1.39%	19
2026 Q1	$2.49M	Buy	36,248 +1,796	+5%	+$125K	1.57%	17
2025 Q4	$2.4M	Buy	34,452 +376	+1%	+$26.6K	1.51%	20
2025 Q3	$2.41M	Buy	34,076 +342	+1%	+$23.7K	1.59%	18
2025 Q2	$2.35M	Sell	33,734 -1,045	-3%	-$71.3K	1.71%	16
2025 Q1	$2.45M	Buy	34,779 +1,989	+6%	+$138K	1.98%	16
2024 Q4	$2.2M	Buy	+32,790	New	+$2.34M	1.86%	16

Other funds holding BLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Retirement Wealth Solutions's BLV Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.59% in Q3 2026, buying an estimated $14.3K and bringing the position to 36,782 shares worth $2.31M. The position accounts for 1.22% of the portfolio, ranked #22.

Retirement Wealth Solutions first reported a position in BLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.52M in Q2 2026. 215 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

Retirement Wealth Solutions held 36,782 shares of Vanguard Long-Term Bond ETF worth $2.31M as of Q3 2026.
Retirement Wealth Solutions bought 217 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $14.3K.
Vanguard Long-Term Bond ETF made up 1.22% of Retirement Wealth Solutions's portfolio in Q3 2026, its #22 holding.
Retirement Wealth Solutions first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Vanguard Long-Term Bond ETF position peaked at $2.52M in Q2 2026.
215 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.