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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
Q2 		$6.84M Buy
99,163
+9,903
+11% +$679K 1.04% 22
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 $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
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sovereign Financial Group's BLV Position: Q2 2026 in Review

Sovereign Financial Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 11% in Q2 2026, buying an estimated $679K and bringing the position to 99,163 shares worth $6.84M. The position accounts for 1.04% of the portfolio, ranked #22.

Sovereign Financial Group first reported a position in BLV in Q4 2021 and has held it in 19 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Sovereign Financial Group held 99,163 shares of Vanguard Long-Term Bond ETF worth $6.84M as of Q2 2026.
  • Sovereign Financial Group bought 9,903 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $679K.
  • Vanguard Long-Term Bond ETF made up 1.04% of Sovereign Financial Group's portfolio in Q2 2026, its #22 holding.
  • Sovereign Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.