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Sound Income Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sound Income Strategies’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 		– Sell
-372
Closed -$25.5K – 710
2026
Q1 		$25.5K Buy
372
+222
+148% +$15.5K ﹤0.01% 1088
2025
Q4 		$10.5K Hold
150
– – ﹤0.01% 1440
2025
Q3 		$10.6K Buy
150
+132
+733% +$9.16K ﹤0.01% 995
2025
Q2 		$1.24K Buy
18
+11
+157% +$750 ﹤0.01% 1336
2025
Q1 		$483 Sell
7
-65
-90% -$4.51K ﹤0.01% 1416
2024
Q4 		$4.92K Buy
72
+6
+9% +$428 ﹤0.01% 985
2024
Q3 		$4.95K Sell
66
-64
-49% -$4.7K ﹤0.01% 950
2024
Q2 		$9.16K Buy
130
+129
+12,900% +$9.03K ﹤0.01% 794
2024
Q1 		$62 Sell
1
-484
-100% -$34.9K ﹤0.01% 1311
2023
Q4 		$36.2K Buy
+485
New +$33.2K ﹤0.01% 465
2022
Q4 		– Sell
-261
Closed -$19K – 984
2022
Q3 		$19K Sell
261
-50
-16% -$3.95K ﹤0.01% 364
2022
Q2 		$25K Buy
311
+42
+16% +$3.46K ﹤0.01% 317
2022
Q1 		$25K Sell
269
-369
-58% -$35.2K ﹤0.01% 323
2021
Q4 		$66K Buy
638
+1
+0.2% +$103 0.01% 204
2021
Q3 		$65K Buy
637
+3
+0.5% +$315 0.01% 204
2021
Q2 		$65K Buy
634
+4
+0.6% +$400 0.01% 208
2021
Q1 		$61.9K Buy
630
+9
+1% +$923 0.01% 197
2020
Q4 		$68K Buy
621
+13
+2% +$1.45K 0.02% 178
2020
Q3 		$68K Buy
608
+2
+0.3% +$228 0.02% 156
2020
Q2 		$68K Buy
606
+345
+132% +$37.7K 0.02% 128
2020
Q1 		$28K Buy
+261
New +$27.3K 0.01% 195
2018
Q3 		– Sell
-53
Closed -$5K – 699
2018
Q2 		$5K Hold
53
– – ﹤0.01% 415
2018
Q1 		$5K Hold
53
– – ﹤0.01% 377
2017
Q4 		$5K Buy
+53
New +$4.99K ﹤0.01% 313

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
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 $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Sound Income Strategies's BLV Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 372 shares — an estimated $25.5K sold.

Sound Income Strategies first reported a position in BLV in Q4 2017 and held it in 24 quarters. The position peaked at $68K in Q4 2020. 317 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Sound Income Strategies reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 372 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $25.5K.
  • Sound Income Strategies first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and held it in 24 quarters.
  • Sound Income Strategies's Vanguard Long-Term Bond ETF position peaked at $68K in Q4 2020.
  • 317 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.