SOA Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

SOA Wealth 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
2026 Q2	$219	Hold	3	–	–	﹤0.01%	844
2026 Q1	$216	Hold	3	–	–	﹤0.01%	808
2025 Q4	$217	Hold	3	–	–	﹤0.01%	808
2025 Q3	$217	Hold	3	–	–	﹤0.01%	836
2025 Q2	$211	Hold	3	–	–	﹤0.01%	819
2025 Q1	$211	Hold	3	–	–	﹤0.01%	826
2024 Q4	$204	Hold	3	–	–	﹤0.01%	822
2024 Q3	$220	Hold	3	–	–	﹤0.01%	788
2024 Q2	$204	Hold	3	–	–	﹤0.01%	802
2024 Q1	$207	Hold	3	–	–	﹤0.01%	852
2023 Q4	$212	Hold	3	–	–	﹤0.01%	849
2023 Q3	$188	Hold	3	–	–	﹤0.01%	878
2023 Q2	$208	Hold	3	–	–	﹤0.01%	879
2023 Q1	$210	Hold	3	–	–	﹤0.01%	903
2022 Q4	$198	Buy	3 +1	+50%	+$72	﹤0.01%	907
2022 Q3	$0	Hold	2	–	–	﹤0.01%	834
2022 Q2	$0	Hold	2	–	–	﹤0.01%	823
2022 Q1	$0	Hold	2	–	–	﹤0.01%	904
2021 Q4	$0	Hold	2	–	–	﹤0.01%	878
2021 Q3	$0	Hold	2	–	–	﹤0.01%	895
2021 Q2	$0	Hold	2	–	–	﹤0.01%	866
2021 Q1	$0	Hold	2	–	–	﹤0.01%	812
2020 Q4	$0	Buy	+2	New	+$223	﹤0.01%	793

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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 $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SOA Wealth Advisors's BLV Position: Q2 2026 in Review

SOA Wealth Advisors held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 3 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #844.

SOA Wealth Advisors first reported a position in BLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $220 in Q3 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

SOA Wealth Advisors held 3 shares of Vanguard Long-Term Bond ETF worth $219 as of Q2 2026.
SOA Wealth Advisors left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #844 holding.
SOA Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $220 in Q3 2024.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.