Semmax Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Semmax Financial 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
2025 Q2	$13.2K	Buy	+191	New	+$13K	﹤0.01%	245
2024 Q2	–	Sell	-200	Closed	-$13.9K	–	422
2024 Q1	$13.9K	Sell	200 -13	-6%	-$938	﹤0.01%	191
2023 Q4	$15K	Sell	213 -29	-12%	-$1.99K	0.01%	198
2023 Q3	$16.1K	Buy	+242	New	+$17.2K	0.01%	173
2022 Q4	$22K	Hold	281	–	–	0.01%	150
2022 Q3	$19K	Sell	281 -41	-13%	-$3.24K	0.01%	145
2022 Q2	$27K	Sell	322 -40,104	-99%	-$3.3M	0.01%	134
2022 Q1	$3.71M	Buy	40,426 +10,045	+33%	+$958K	1.46%	23
2021 Q4	$3.13M	Sell	30,381 -3,598	-11%	-$372K	1.16%	29
2021 Q3	$3.48M	Sell	33,979 -1,643	-5%	-$172K	1.2%	27
2021 Q2	$3.67M	Buy	35,622 +1,991	+6%	+$199K	1.17%	29
2021 Q1	$3.3M	Buy	33,631 +5,630	+20%	+$578K	1.18%	25
2020 Q4	$3.07M	Buy	28,001 +4,344	+18%	+$484K	1.27%	20
2020 Q3	$2.65M	Buy	23,657 +3,133	+15%	+$357K	1.26%	23
2020 Q2	$2.29M	Buy	20,524 +509	+3%	+$55.6K	1.2%	29
2020 Q1	$2.14M	Sell	20,015 -3,576	-15%	-$373K	1.35%	23
2019 Q4	$2.37M	Buy	23,591 +255	+1%	+$25.8K	1.3%	26
2019 Q3	$2.4M	Sell	23,336 -2,132	-8%	-$214K	1.44%	23
2019 Q2	$2.47M	Buy	25,468 +1,965	+8%	+$182K	1.59%	17
2019 Q1	$2.17M	Sell	23,503 -3,380	-13%	-$300K	1.5%	15
2018 Q4	$2.35M	Buy	+26,883	New	+$2.29M	1.84%	12

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Semmax Financial Advisors's BLV Position: Q2 2025 in Review

Semmax Financial Advisors opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2025: 191 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #245 among its holdings. This is a return to the name: Semmax Financial Advisors previously reported a position in BLV as recently as Q1 2024.

Semmax Financial Advisors first reported a position in BLV in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.71M in Q1 2022. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

Semmax Financial Advisors held 191 shares of Vanguard Long-Term Bond ETF worth $13.2K as of Q2 2025.
Vanguard Long-Term Bond ETF was a new Semmax Financial Advisors position in Q2 2025.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #245 holding.
Semmax Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and has held it in 21 quarters since.
Semmax Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $3.71M in Q1 2022.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.