Security Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Security Financial Services’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	$729K	Buy	10,577 +74	+0.7%	+$5.08K	0.1%	109
2026 Q1	$722K	Buy	10,503 +192	+2%	+$13.4K	0.11%	105
2025 Q4	$717K	Buy	10,311 +1,057	+11%	+$74.8K	0.11%	111
2025 Q3	$656K	Buy	9,254 +25	+0.3%	+$1.74K	0.11%	104
2025 Q2	$642K	Sell	9,229 -19	-0.2%	-$1.3K	0.11%	97
2025 Q1	$651K	Buy	9,248 +1,608	+21%	+$112K	0.13%	89
2024 Q4	$523K	Sell	7,640 -59	-0.8%	-$4.21K	0.11%	99
2024 Q3	$579K	Sell	7,699 -98	-1%	-$7.2K	0.12%	90
2024 Q2	$548K	Buy	7,797 +523	+7%	+$36.6K	0.12%	94
2024 Q1	$526K	Buy	7,274 +186	+3%	+$13.4K	0.12%	98
2023 Q4	$529K	Sell	7,088 -52	-0.7%	-$3.56K	0.13%	95
2023 Q3	$479K	Buy	7,140 +724	+11%	+$51.6K	0.14%	100
2023 Q2	$481K	Buy	6,416 +473	+8%	+$35.5K	0.14%	98
2023 Q1	$455K	Buy	5,943 +100	+2%	+$7.56K	0.14%	99
2022 Q4	$423K	Buy	5,843 +278	+5%	+$20.1K	0.13%	103
2022 Q3	$400K	Sell	5,565 -59	-1%	-$4.67K	0.14%	102
2022 Q2	$448K	Buy	5,624 +744	+15%	+$61.2K	0.14%	92
2022 Q1	$447K	Sell	4,880 -3,620	-43%	-$345K	0.14%	92
2021 Q4	$875K	Buy	+8,500	New	+$879K	0.29%	63

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

Security Financial Services's BLV Position: Q2 2026 in Review

Security Financial Services increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.7% in Q2 2026, buying an estimated $5.08K and bringing the position to 10,577 shares worth $729K. The position accounts for 0.1% of the portfolio, ranked #109.

Security Financial Services first reported a position in BLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $875K in Q4 2021. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Security Financial Services held 10,577 shares of Vanguard Long-Term Bond ETF worth $729K as of Q2 2026.
Security Financial Services bought 74 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $5.08K.
Vanguard Long-Term Bond ETF made up 0.1% of Security Financial Services's portfolio in Q2 2026, its #109 holding.
Security Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's Vanguard Long-Term Bond ETF position peaked at $875K in Q4 2021.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.