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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
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

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Retirement Wealth Solutions's BLV Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.87% in Q2 2026, buying an estimated $21.7K and bringing the position to 36,565 shares worth $2.52M. The position accounts for 1.39% of the portfolio, ranked #19.

Retirement Wealth Solutions first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Retirement Wealth Solutions held 36,565 shares of Vanguard Long-Term Bond ETF worth $2.52M as of Q2 2026.
  • Retirement Wealth Solutions bought 317 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $21.7K.
  • Vanguard Long-Term Bond ETF made up 1.39% of Retirement Wealth Solutions's portfolio in Q2 2026, its #19 holding.
  • Retirement Wealth Solutions first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.