Shepherd Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Shepherd Wealth 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 Q1	$261K	Buy	+3,356	New	+$234K	0.2%	42

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

KIM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Shepherd Wealth Management's BLV Position: Q1 2026 in Review

Shepherd Wealth Management opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q1 2026: 3,356 shares worth $261K. The stake represents 0.2% of the portfolio and ranks #42 among its holdings.

407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Shepherd Wealth Management held 3,356 shares of Vanguard Long-Term Bond ETF worth $261K as of Q1 2026.
Vanguard Long-Term Bond ETF was a new Shepherd Wealth Management position in Q1 2026.
Vanguard Long-Term Bond ETF made up 0.2% of Shepherd Wealth Management's portfolio in Q1 2026, its #42 holding.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.