Southland Equity Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Southland Equity Partners’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	$330K	Sell	4,782 -782	-14%	-$53.6K	0.06%	229
2026 Q1	$383K	Buy	5,564 +36	+0.7%	+$2.51K	0.07%	181
2025 Q4	$384K	Buy	5,528 +126	+2%	+$8.92K	0.08%	176
2025 Q3	$383K	Sell	5,402 -126	-2%	-$8.74K	0.08%	169
2025 Q2	$384K	Buy	5,528 +174	+3%	+$11.9K	0.08%	152
2025 Q1	$377K	Buy	5,354 +5	+0.1%	+$347	0.09%	151
2024 Q4	$366K	Buy	5,349 +280	+6%	+$20K	0.09%	147
2024 Q3	$381K	Buy	5,069 +69	+1%	+$5.07K	0.09%	146
2024 Q2	$351K	Buy	5,000 +51	+1%	+$3.57K	0.1%	132
2024 Q1	$358K	Buy	4,949 +92	+2%	+$6.64K	0.1%	134
2023 Q4	$362K	Buy	4,857 +6	+0.1%	+$411	0.11%	120
2023 Q3	$325K	Sell	4,851 -767	-14%	-$54.7K	0.11%	125
2023 Q2	$421K	Sell	5,618 -26	-0.5%	-$1.95K	0.14%	100
2023 Q1	$433K	Buy	5,644 +2	+0%	+$151	0.17%	98
2022 Q4	$409K	Sell	5,642 -46	-0.8%	-$3.33K	0.16%	93
2022 Q3	$409K	Sell	5,688 -18	-0.3%	-$1.42K	0.2%	87
2022 Q2	$455K	Sell	5,706 -98	-2%	-$8.07K	0.21%	86
2022 Q1	$532K	Sell	5,804 -77	-1%	-$7.34K	0.22%	78
2021 Q4	$605K	Buy	5,881 +270	+5%	+$27.9K	0.25%	73
2021 Q3	$574K	Sell	5,611 -3,129	-36%	-$328K	0.26%	71
2021 Q2	$900K	Buy	8,740 +1,171	+15%	+$117K	0.42%	50
2021 Q1	$743K	Buy	7,569 +1,332	+21%	+$137K	0.42%	48
2020 Q4	$684K	Buy	+6,237	New	+$694K	0.46%	49

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

Southland Equity Partners's BLV Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard Long-Term Bond ETF (BLV) stake by 14% in Q2 2026, selling an estimated $53.6K and leaving 4,782 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #229.

Southland Equity Partners first reported a position in BLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $900K in Q2 2021. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Southland Equity Partners held 4,782 shares of Vanguard Long-Term Bond ETF worth $330K as of Q2 2026.
Southland Equity Partners sold 782 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $53.6K.
Vanguard Long-Term Bond ETF made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #229 holding.
Southland Equity Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
Southland Equity Partners's Vanguard Long-Term Bond ETF position peaked at $900K in Q2 2021.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.