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

Smallwood Wealth Investment 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
Q2 		$482 Hold
7
– – ﹤0.01% 463
2026
Q1 		$481 Hold
7
– – ﹤0.01% 460
2025
Q4 		$486 Hold
7
– – ﹤0.01% 450
2025
Q3 		$495 Hold
7
– – ﹤0.01% 456
2025
Q2 		$486 Hold
7
– – ﹤0.01% 497
2025
Q1 		$492 Buy
+7
New +$486 ﹤0.01% 440

Other funds holding BLV

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Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Smallwood Wealth Investment Management's BLV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 7 shares worth $482. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Smallwood Wealth Investment Management first reported a position in BLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $495 in Q3 2025. 175 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Smallwood Wealth Investment Management held 7 shares of Vanguard Long-Term Bond ETF worth $482 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #463 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Vanguard Long-Term Bond ETF position peaked at $495 in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.