SFG
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Sovereign Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sovereign Financial Group’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 		$6.14M Buy
89,260
+18,542
+26% +$1.29M 1.07% 19
2025
Q4 		$4.92M Buy
70,718
+4,413
+7% +$312K 0.85% 24
2025
Q3 		$4.7M Buy
66,305
+4,306
+7% +$299K 0.88% 23
2025
Q2 		$4.31M Buy
61,999
+1,664
+3% +$113K 0.89% 23
2025
Q1 		$4.25M Buy
60,335
+9,005
+18% +$625K 0.98% 20
2024
Q4 		$3.51M Sell
51,330
-2,308
-4% -$165K 0.81% 24
2024
Q3 		$4.03M Buy
53,638
+2,129
+4% +$156K 0.94% 23
2024
Q2 		$3.62M Buy
51,509
+3,379
+7% +$237K 0.9% 21
2024
Q1 		$3.48M Buy
48,130
+555
+1% +$40K 0.92% 21
2023
Q4 		$3.55M Sell
47,575
-707
-1% -$48.4K 1.08% 21
2023
Q3 		$3.24M Buy
48,282
+6,484
+16% +$462K 1.15% 22
2023
Q2 		$3.13M Buy
41,798
+8,108
+24% +$609K 1.02% 21
2023
Q1 		$2.58M Buy
33,690
+4,262
+14% +$322K 0.96% 23
2022
Q4 		$2.13M Sell
29,428
-10,535
-26% -$763K 0.84% 27
2022
Q3 		$2.88M Buy
39,963
+2,177
+6% +$172K 1.17% 20
2022
Q2 		$3.01M Buy
37,786
+11,054
+41% +$910K 1.19% 17
2022
Q1 		$2.45M Buy
26,732
+8,571
+47% +$817K 0.91% 29
2021
Q4 		$1.87M Buy
+18,161
New +$1.88M 0.75% 32

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

Sovereign Financial Group's BLV Position: Q1 2026 in Review

Sovereign Financial Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 26% in Q1 2026, buying an estimated $1.29M and bringing the position to 89,260 shares worth $6.14M. The position accounts for 1.07% of the portfolio, ranked #19.

Sovereign Financial Group first reported a position in BLV in Q4 2021 and has held it in 18 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Sovereign Financial Group held 89,260 shares of Vanguard Long-Term Bond ETF worth $6.14M as of Q1 2026.
  • Sovereign Financial Group bought 18,542 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.29M.
  • Vanguard Long-Term Bond ETF made up 1.07% of Sovereign Financial Group's portfolio in Q1 2026, its #19 holding.
  • Sovereign Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.