Secure Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Secure Asset 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	$3.02M	Buy	43,802 +791	+2%	+$54.3K	0.42%	62
2026 Q1	$2.96M	Sell	43,011 -10,144	-19%	-$708K	0.47%	60
2025 Q4	$3.7M	Buy	53,155 +3,116	+6%	+$220K	0.58%	43
2025 Q3	$3.54M	Buy	50,039 +3,091	+7%	+$215K	0.58%	45
2025 Q2	$3.26M	Buy	+46,948	New	+$3.2M	0.6%	40
2024 Q2	–	Sell	-25,225	Closed	-$1.82M	–	288
2024 Q1	$1.82M	Buy	25,225 +1,188	+5%	+$85.7K	0.43%	51
2023 Q4	$1.79M	Buy	24,037 +1,658	+7%	+$114K	0.48%	48
2023 Q3	$1.5M	Sell	22,379 -1,091	-5%	-$77.7K	0.45%	49
2023 Q2	$1.76M	Buy	+23,470	New	+$1.76M	0.53%	50
2021 Q1	–	Sell	-16,153	Closed	-$1.77M	–	178
2020 Q4	$1.77M	Buy	16,153 +922	+6%	+$103K	1.04%	23
2020 Q3	$1.7M	Sell	15,231 -288	-2%	-$32.8K	1.17%	19
2020 Q2	$1.73M	Buy	15,519 +10,530	+211%	+$1.15M	1.22%	22
2020 Q1	$532K	Buy	4,989 +348	+7%	+$36.3K	0.57%	47
2019 Q4	$466K	Buy	+4,641	New	+$470K	0.33%	78

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

Secure Asset Management's BLV Position: Q2 2026 in Review

Secure Asset Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.8% in Q2 2026, buying an estimated $54.3K and bringing the position to 43,802 shares worth $3.02M. The position accounts for 0.42% of the portfolio, ranked #62.

Secure Asset Management first reported a position in BLV in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.7M in Q4 2025. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Secure Asset Management held 43,802 shares of Vanguard Long-Term Bond ETF worth $3.02M as of Q2 2026.
Secure Asset Management bought 791 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $54.3K.
Vanguard Long-Term Bond ETF made up 0.42% of Secure Asset Management's portfolio in Q2 2026, its #62 holding.
Secure Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 14 quarters since.
Secure Asset Management's Vanguard Long-Term Bond ETF position peaked at $3.7M in Q4 2025.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.