Rochester Wealth Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Rochester Wealth Strategies’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	$5.61M	Sell	81,407 -7,841	-9%	-$538K	3.11%	13
2026 Q1	$6.14M	Buy	89,248 +9,900	+12%	+$691K	3.72%	11
2025 Q4	$5.52M	Buy	79,348 +5,147	+7%	+$364K	3.46%	12
2025 Q3	$5.26M	Buy	74,201 +13,383	+22%	+$929K	3.44%	11
2025 Q2	$4.23M	Sell	60,818 -13,470	-18%	-$919K	3.03%	12
2025 Q1	$5.23M	Buy	+74,288	New	+$5.16M	4.15%	11

Other funds holding BLV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Rochester Wealth Strategies's BLV Position: Q2 2026 in Review

Rochester Wealth Strategies reduced its Vanguard Long-Term Bond ETF (BLV) stake by 8.8% in Q2 2026, selling an estimated $538K and leaving 81,407 shares worth $5.61M. The position accounts for 3.11% of the portfolio, ranked #13.

Rochester Wealth Strategies first reported a position in BLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.14M in Q1 2026. 101 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Rochester Wealth Strategies held 81,407 shares of Vanguard Long-Term Bond ETF worth $5.61M as of Q2 2026.
Rochester Wealth Strategies sold 7,841 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $538K.
Vanguard Long-Term Bond ETF made up 3.11% of Rochester Wealth Strategies's portfolio in Q2 2026, its #13 holding.
Rochester Wealth Strategies first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Rochester Wealth Strategies's Vanguard Long-Term Bond ETF position peaked at $6.14M in Q1 2026.
101 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.