Richardson Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Richardson Financial Services’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	$117K	Buy	1,703 +148	+10%	+$10.3K	0.07%	209
2025 Q4	$256K	Buy	1,555 +105	+7%	+$7.43K	0.08%	135
2025 Q3	$103K	Hold	1,450	–	–	0.06%	209
2025 Q2	$101K	Hold	1,450	–	–	0.07%	199
2025 Q1	$102K	Buy	1,450 +102	+8%	+$7.08K	0.08%	185
2024 Q4	$92.2K	Sell	1,348 -1,218	-47%	-$86.9K	0.06%	198
2024 Q3	$187K	Buy	2,566 +1,348	+111%	+$99.1K	0.12%	153
2024 Q2	$85.6K	Buy	1,218 +208	+21%	+$14.6K	0.06%	202
2024 Q1	$73.8K	Buy	+1,010	New	+$72.9K	0.05%	216

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 $14.1B AUM 25.71% 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

Richardson Financial Services's BLV Position: Q1 2026 in Review

Richardson Financial Services increased its Vanguard Long-Term Bond ETF (BLV) stake by 9.5% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,703 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #209.

Richardson Financial Services first reported a position in BLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $256K in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Richardson Financial Services held 1,703 shares of Vanguard Long-Term Bond ETF worth $117K as of Q1 2026.
Richardson Financial Services bought 148 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $10.3K.
Vanguard Long-Term Bond ETF made up 0.07% of Richardson Financial Services's portfolio in Q1 2026, its #209 holding.
Richardson Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
Richardson Financial Services's Vanguard Long-Term Bond ETF position peaked at $256K in Q4 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.