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Soltis Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Soltis Investment 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
Q1 		$680K Sell
9,890
-179
-2% -$12.5K 0.04% 280
2025
Q4 		$700K Sell
10,069
-422
-4% -$29.9K 0.05% 262
2025
Q3 		$743K Buy
10,491
+1,663
+19% +$115K 0.05% 244
2025
Q2 		$614K Buy
8,828
+649
+8% +$44.3K 0.05% 229
2025
Q1 		$576K Buy
8,179
+725
+10% +$50.3K 0.05% 224
2024
Q4 		$510K Buy
7,454
+368
+5% +$26.3K 0.05% 235
2024
Q3 		$533K Sell
7,086
-3,459
-33% -$254K 0.05% 218
2024
Q2 		$741K Buy
10,545
+2,206
+26% +$154K 0.08% 171
2024
Q1 		$603K Buy
8,339
+2,168
+35% +$156K 0.07% 184
2023
Q4 		$460K Buy
6,171
+1,397
+29% +$95.7K 0.05% 195
2023
Q3 		$320K Buy
4,774
+830
+21% +$59.1K 0.04% 217
2023
Q2 		$295K Buy
3,944
+355
+10% +$26.7K 0.03% 220
2023
Q1 		$275K Sell
3,589
-1,028
-22% -$77.7K 0.04% 220
2022
Q4 		$334K Sell
4,617
-1,148
-20% -$83.1K 0.04% 193
2022
Q3 		$415K Buy
5,765
+91
+2% +$7.2K 0.06% 167
2022
Q2 		$452K Buy
5,674
+103
+2% +$8.48K 0.07% 166
2022
Q1 		$511K Buy
5,571
+188
+3% +$17.9K 0.07% 163
2021
Q4 		$554K Buy
5,383
+205
+4% +$21.2K 0.08% 163
2021
Q3 		$530K Buy
5,178
+905
+21% +$95K 0.08% 163
2021
Q2 		$440K Sell
4,273
-853
-17% -$85.3K 0.07% 172
2021
Q1 		$503K Buy
5,126
+702
+16% +$72K 0.09% 152
2020
Q4 		$485K Sell
4,424
-1,289
-23% -$143K 0.09% 144
2020
Q3 		$639K Buy
5,713
+2,795
+96% +$318K 0.15% 114
2020
Q2 		$326K Buy
2,918
+766
+36% +$83.7K 0.08% 146
2020
Q1 		$230K Sell
2,152
-25,249
-92% -$2.64M 0.07% 145
2019
Q4 		$2.75M Buy
+27,401
New +$2.78M 0.53% 37

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Soltis Investment Advisors's BLV Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 1.8% in Q1 2026, selling an estimated $12.5K and leaving 9,890 shares worth $680K. The position accounts for 0.04% of the portfolio, ranked #280.

Soltis Investment Advisors first reported a position in BLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.75M in Q4 2019. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Soltis Investment Advisors held 9,890 shares of Vanguard Long-Term Bond ETF worth $680K as of Q1 2026.
  • Soltis Investment Advisors sold 179 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $12.5K.
  • Vanguard Long-Term Bond ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #280 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $2.75M in Q4 2019.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.