Richmond Brothers’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Richmond Brothers’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	$4.32M	Sell	62,869 -15,619	-20%	-$1.09M	2.88%	14
2025 Q4	$5.46M	Sell	78,488 -28,556	-27%	-$2.02M	3.47%	13
2025 Q3	$7.58M	Buy	107,044 +61,944	+137%	+$4.3M	4.79%	6
2025 Q2	$3.14M	Buy	+45,100	New	+$3.08M	2.05%	18
2024 Q4	–	Sell	-42,472	Closed	-$3.19M	–	33
2024 Q3	$3.19M	Buy	+42,472	New	+$3.12M	1.97%	20

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 $21.9B AUM 68.6% 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

Richmond Brothers's BLV Position: Q1 2026 in Review

Richmond Brothers reduced its Vanguard Long-Term Bond ETF (BLV) stake by 20% in Q1 2026, selling an estimated $1.09M and leaving 62,869 shares worth $4.32M. The position accounts for 2.88% of the portfolio, ranked #14.

Richmond Brothers first reported a position in BLV in Q3 2024 and has held it in 5 quarters since. The position peaked at $7.58M in Q3 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Richmond Brothers held 62,869 shares of Vanguard Long-Term Bond ETF worth $4.32M as of Q1 2026.
Richmond Brothers sold 15,619 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.09M.
Vanguard Long-Term Bond ETF made up 2.88% of Richmond Brothers's portfolio in Q1 2026, its #14 holding.
Richmond Brothers first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 5 quarters since.
Richmond Brothers's Vanguard Long-Term Bond ETF position peaked at $7.58M in Q3 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Richmond Brothers's 13F filing for Q1 2026, filed 11 May 2026.