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 Q2	$111K	Sell	1,606 -97	-6%	-$6.65K	0.06%	225
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 $424B AUM 22.96% 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

Richardson Financial Services's BLV Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard Long-Term Bond ETF (BLV) stake by 5.7% in Q2 2026, selling an estimated $6.65K and leaving 1,606 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #225.

Richardson Financial Services first reported a position in BLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $256K in Q4 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Richardson Financial Services held 1,606 shares of Vanguard Long-Term Bond ETF worth $111K as of Q2 2026.
Richardson Financial Services sold 97 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $6.65K.
Vanguard Long-Term Bond ETF made up 0.06% of Richardson Financial Services's portfolio in Q2 2026, its #225 holding.
Richardson Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's Vanguard Long-Term Bond ETF position peaked at $256K in Q4 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.