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Safir Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Safir Wealth Advisors’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
2025
Q1 		– Sell
-85,960
Closed -$5.88M – 17
2024
Q4 		$5.88M Sell
85,960
-101
-0.1% -$7.21K 4.54% 8
2024
Q3 		$6.47M Buy
86,061
+4,530
+6% +$333K 4.97% 8
2024
Q2 		$5.73M Sell
81,531
-5,202
-6% -$364K 4.7% 8
2024
Q1 		$6.27M Buy
86,733
+6,924
+9% +$500K 5.15% 8
2023
Q4 		$5.95M Buy
79,809
+1,702
+2% +$117K 5.36% 8
2023
Q3 		$5.24M Buy
78,107
+1,161
+2% +$82.7K 5.07% 8
2023
Q2 		$5.76M Buy
76,946
+3,607
+5% +$271K 5.33% 8
2023
Q1 		$5.62M Buy
73,339
+2,030
+3% +$153K 5.55% 8
2022
Q4 		$5.17M Buy
71,309
+1,495
+2% +$108K 5.27% 8
2022
Q3 		$5.02M Sell
69,814
-1,025
-1% -$81K 5.23% 8
2022
Q2 		$5.65M Buy
70,839
+1,317
+2% +$108K 5.53% 8
2022
Q1 		$6.37M Sell
69,522
-1,556
-2% -$148K 5.32% 8
2021
Q4 		$7.32M Buy
71,078
+935
+1% +$96.6K 5.69% 7
2021
Q3 		$7.18M Buy
70,143
+1,480
+2% +$155K 6.01% 7
2021
Q2 		$7.07M Buy
68,663
+5,290
+8% +$529K 6% 7
2021
Q1 		$6.22M Buy
63,373
+7,269
+13% +$746K 5.7% 8
2020
Q4 		$6.15M Buy
+56,104
New +$6.25M 5.71% 7

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safir Wealth Advisors's BLV Position: Q1 2025 in Review

Safir Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 85,960 shares — an estimated $5.88M sold.

Safir Wealth Advisors first reported a position in BLV in Q4 2020 and held it in 17 quarters. The position peaked at $7.32M in Q4 2021. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Safir Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Safir Wealth Advisors sold 85,960 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $5.88M.
  • Safir Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 17 quarters.
  • Safir Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $7.32M in Q4 2021.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Safir Wealth Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.