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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return