Rialto Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Rialto Wealth Management’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	–	Sell	-47	Closed	-$3.23K	–	1948
2026 Q1	$3.23K	Sell	47 -64	-58%	-$4.47K	﹤0.01%	706
2025 Q4	$7.72K	Sell	111 -426	-79%	-$30.1K	﹤0.01%	479
2025 Q3	$38K	Sell	537 -2,646	-83%	-$184K	0.01%	289
2025 Q2	$221K	Sell	3,183 -468	-13%	-$31.9K	0.06%	142
2025 Q1	$257K	Sell	3,651 -1,719	-32%	-$119K	0.08%	131
2024 Q4	$367K	Buy	+5,370	New	+$383K	0.12%	108

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

Rialto Wealth Management's BLV Position: Q2 2026 in Review

Rialto Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 47 shares — an estimated $3.23K sold.

Rialto Wealth Management first reported a position in BLV in Q4 2024 and held it in 6 quarters. The position peaked at $367K in Q4 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Rialto Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Rialto Wealth Management sold 47 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $3.23K.
Rialto Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and held it in 6 quarters.
Rialto Wealth Management's Vanguard Long-Term Bond ETF position peaked at $367K in Q4 2024.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.