Sagace Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sagace Wealth Management’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	$2.78M	Sell	40,342 -313	-0.8%	-$21.5K	1.74%	23
2026 Q1	$2.8M	Sell	40,655 -25,835	-39%	-$1.8M	1.87%	21
2025 Q4	$4.62M	Buy	66,490 +1,027	+2%	+$72.7K	3.14%	10
2025 Q3	$4.64M	Buy	65,463 +51,171	+358%	+$3.55M	3.15%	11
2025 Q2	$994K	Sell	14,292 -771	-5%	-$52.6K	0.74%	35
2025 Q1	$1.06M	Sell	15,063 -303	-2%	-$21K	0.8%	37
2024 Q4	$1.05M	Sell	15,366 -31,980	-68%	-$2.28M	0.79%	37
2024 Q3	$3.44M	Buy	47,346 +6,470	+16%	+$475K	2.65%	13
2024 Q2	$2.91M	Buy	+40,876	New	+$2.86M	2.84%	13

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

Sagace Wealth Management's BLV Position: Q2 2026 in Review

Sagace Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 0.77% in Q2 2026, selling an estimated $21.5K and leaving 40,342 shares worth $2.78M. The position accounts for 1.74% of the portfolio, ranked #23.

Sagace Wealth Management first reported a position in BLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.64M in Q3 2025. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Sagace Wealth Management held 40,342 shares of Vanguard Long-Term Bond ETF worth $2.78M as of Q2 2026.
Sagace Wealth Management sold 313 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $21.5K.
Vanguard Long-Term Bond ETF made up 1.74% of Sagace Wealth Management's portfolio in Q2 2026, its #23 holding.
Sagace Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's Vanguard Long-Term Bond ETF position peaked at $4.64M in Q3 2025.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.