Smartleaf Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Smartleaf Asset 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	$2.32M	Buy	33,838 +1,915	+6%	+$134K	0.08%	218
2025 Q4	$2.23M	Buy	31,923 +2,777	+10%	+$197K	0.08%	210
2025 Q3	$2.07M	Buy	29,146 +237	+0.8%	+$16.4K	0.13%	177
2025 Q2	$1.99M	Sell	28,909 -2,122	-7%	-$145K	0.18%	121
2025 Q1	$2.17M	Buy	31,031 +443	+1%	+$30.7K	0.21%	100
2024 Q4	$2.1M	Buy	30,588 +11,372	+59%	+$812K	0.21%	101
2024 Q3	$1.45M	Sell	19,216 -171	-0.9%	-$12.6K	0.18%	135
2024 Q2	$1.38M	Sell	19,387 -7,018	-27%	-$491K	0.23%	98
2024 Q1	$1.91M	Buy	26,405 +4,813	+22%	+$347K	0.37%	65
2023 Q4	$1.63M	Buy	+21,592	New	+$1.48M	0.44%	54

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 $21.9B AUM 68.6% 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

Smartleaf Asset Management's BLV Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 6% in Q1 2026, buying an estimated $134K and bringing the position to 33,838 shares worth $2.32M. The position accounts for 0.08% of the portfolio, ranked #218.

Smartleaf Asset Management first reported a position in BLV in Q4 2023 and has held it in 10 quarters since. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Smartleaf Asset Management held 33,838 shares of Vanguard Long-Term Bond ETF worth $2.32M as of Q1 2026.
Smartleaf Asset Management bought 1,915 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $134K.
Vanguard Long-Term Bond ETF made up 0.08% of Smartleaf Asset Management's portfolio in Q1 2026, its #218 holding.
Smartleaf Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.