Secured Retirement Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Secured Retirement 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
2026 Q1	–	Sell	-9,440	Closed	-$656K	–	133
2025 Q4	$656K	Buy	9,440 +1	+0%	+$71	0.37%	90
2025 Q3	$669K	Sell	9,439 -565	-6%	-$39.2K	0.37%	91
2025 Q2	$696K	Sell	10,004 -412	-4%	-$28.1K	0.41%	90
2025 Q1	$733K	Sell	10,416 -433	-4%	-$30.1K	0.47%	90
2024 Q4	$742K	Buy	10,849 +1,131	+12%	+$80.7K	0.43%	93
2024 Q3	$731K	Buy	9,718 +1,957	+25%	+$144K	0.53%	64
2024 Q2	$546K	Sell	7,761 -153	-2%	-$10.7K	0.43%	69
2024 Q1	$572K	Buy	7,914 +1,539	+24%	+$111K	0.49%	66
2023 Q4	$475K	Buy	+6,375	New	+$437K	0.46%	67

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Secured Retirement Advisors's BLV Position: Q1 2026 in Review

Secured Retirement Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 9,440 shares — an estimated $656K sold.

Secured Retirement Advisors first reported a position in BLV in Q4 2023 and held it in 9 quarters. The position peaked at $742K in Q4 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Secured Retirement Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Secured Retirement Advisors sold 9,440 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $656K.
Secured Retirement Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 9 quarters.
Secured Retirement Advisors's Vanguard Long-Term Bond ETF position peaked at $742K in Q4 2024.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Secured Retirement Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.