Sigma Planning Corp’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sigma Planning Corp’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	$4.56M	Sell	66,343 -10,484	-14%	-$732K	0.13%	174
2025 Q4	$5.34M	Buy	76,827 +11,607	+18%	+$821K	0.15%	138
2025 Q3	$4.62M	Buy	65,220 +44,146	+209%	+$3.06M	0.13%	151
2025 Q2	$1.47M	Buy	21,074 +5,131	+32%	+$350K	0.04%	381
2025 Q1	$1.12M	Sell	15,943 -489	-3%	-$33.9K	0.04%	455
2024 Q4	$1.12M	Sell	16,432 -18,120	-52%	-$1.29M	0.04%	454
2024 Q3	$2.6M	Buy	34,552 +17,522	+103%	+$1.29M	0.08%	236
2024 Q2	$1.2M	Sell	17,030 -976	-5%	-$68.3K	0.04%	426
2024 Q1	$1.3M	Buy	18,006 +8,509	+90%	+$614K	0.04%	425
2023 Q4	$708K	Sell	9,497 -3,049	-24%	-$209K	0.06%	347
2023 Q3	$841K	Buy	12,546 +1,735	+16%	+$124K	0.03%	514
2023 Q2	$810K	Buy	10,811 +356	+3%	+$26.7K	0.03%	543
2023 Q1	$801K	Buy	10,455 +291	+3%	+$22K	0.03%	601
2022 Q4	$736K	Buy	10,164 +2,178	+27%	+$158K	0.03%	606
2022 Q3	$575K	Buy	7,986 +119	+2%	+$9.41K	0.02%	680
2022 Q2	$627K	Buy	7,867 +2,491	+46%	+$205K	0.02%	663
2022 Q1	$493K	Sell	5,376 -101	-2%	-$9.63K	0.01%	847
2021 Q4	$564K	Buy	5,477 +762	+16%	+$78.8K	0.02%	801
2021 Q3	$483K	Buy	4,715 +404	+9%	+$42.4K	0.01%	837
2021 Q2	$444K	Buy	4,311 +311	+8%	+$31.1K	0.01%	882
2021 Q1	$393K	Buy	4,000 +754	+23%	+$77.4K	0.01%	874
2020 Q4	$356K	Sell	3,246 -677	-17%	-$75.4K	0.01%	812
2020 Q3	$439K	Buy	3,923 +327	+9%	+$37.2K	0.02%	652
2020 Q2	$402K	Sell	3,596 -710	-16%	-$77.6K	0.02%	672
2020 Q1	$460K	Buy	4,306 +584	+16%	+$61K	0.03%	507
2019 Q4	$374K	Sell	3,722 -247	-6%	-$25K	0.02%	699
2019 Q3	$408K	Buy	3,969 +97	+3%	+$9.75K	0.02%	651
2019 Q2	$376K	Buy	3,872 +591	+18%	+$54.9K	0.02%	647
2019 Q1	$302K	Buy	3,281 +915	+39%	+$81.1K	0.02%	673
2018 Q4	$207K	Sell	2,366 -121	-5%	-$10.3K	0.02%	750
2018 Q3	$217K	Buy	2,487 +5	+0.2%	+$443	0.01%	844
2018 Q2	$220K	Buy	2,482 +153	+7%	+$13.5K	0.01%	787
2018 Q1	$212K	Buy	+2,329	New	+$212K	0.02%	751
2016 Q4	–	Sell	-2,318	Closed	-$229K	–	745
2016 Q3	$229K	Buy	2,318 +137	+6%	+$13.6K	0.03%	601
2016 Q2	$214K	Sell	2,181 -1,178	-35%	-$111K	0.03%	592
2016 Q1	$313K	Buy	+3,359	New	+$302K	0.04%	438

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

Sigma Planning Corp's BLV Position: Q1 2026 in Review

Sigma Planning Corp reduced its Vanguard Long-Term Bond ETF (BLV) stake by 14% in Q1 2026, selling an estimated $732K and leaving 66,343 shares worth $4.56M. The position accounts for 0.13% of the portfolio, ranked #174.

Sigma Planning Corp first reported a position in BLV in Q1 2016 and has held it in 36 quarters since. The position peaked at $5.34M in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Sigma Planning Corp held 66,343 shares of Vanguard Long-Term Bond ETF worth $4.56M as of Q1 2026.
Sigma Planning Corp sold 10,484 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $732K.
Vanguard Long-Term Bond ETF made up 0.13% of Sigma Planning Corp's portfolio in Q1 2026, its #174 holding.
Sigma Planning Corp first reported a position in Vanguard Long-Term Bond ETF in Q1 2016 and has held it in 36 quarters since.
Sigma Planning Corp's Vanguard Long-Term Bond ETF position peaked at $5.34M in Q4 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.