SWM
BLV icon

Spire Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Spire Wealth Management’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 		$167K Sell
2,418
-17
-0.7% -$1.17K 0.01% 842
2026
Q1 		$167K Buy
2,435
+39
+2% +$2.72K 0.01% 838
2025
Q4 		$167K Buy
2,396
+40
+2% +$2.83K 0.01% 847
2025
Q3 		$167K Sell
2,356
-32
-1% -$2.22K 0.01% 832
2025
Q2 		$166K Sell
2,388
-22
-0.9% -$1.5K 0.01% 812
2025
Q1 		$170K Buy
2,410
+45
+2% +$3.12K 0.01% 864
2024
Q4 		$162K Buy
2,365
+1
+0% +$71 0.01% 879
2024
Q3 		$178K Sell
2,364
-194
-8% -$14.3K 0.01% 763
2024
Q2 		$180K Buy
2,558
+177
+7% +$12.4K 0.01% 739
2024
Q1 		$172K Sell
2,381
-86
-3% -$6.21K ﹤0.01% 813
2023
Q4 		$178K Buy
2,467
+185
+8% +$12.7K 0.01% 795
2023
Q3 		$153K Sell
2,282
-54
-2% -$3.85K 0.01% 800
2023
Q2 		$175K Sell
2,336
-5
-0.2% -$375 0.01% 768
2023
Q1 		$179K Sell
2,341
-76
-3% -$5.75K 0.01% 766
2022
Q4 		$175K Sell
2,417
-171
-7% -$12.4K 0.01% 588
2022
Q3 		$186K Sell
2,588
-8
-0.3% -$633 0.01% 545
2022
Q2 		$207K Sell
2,596
-802
-24% -$66K 0.01% 758
2022
Q1 		$312K Buy
3,398
+37
+1% +$3.53K 0.01% 715
2021
Q4 		$346K Sell
3,361
-141
-4% -$14.6K 0.01% 841
2021
Q3 		$358K Sell
3,502
-2
-0.1% -$210 0.01% 702
2021
Q2 		$361K Buy
3,504
+27
+0.8% +$2.7K 0.01% 714
2021
Q1 		$341K Buy
+3,477
New +$357K 0.01% 800

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

Spire Wealth Management's BLV Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 0.7% in Q2 2026, selling an estimated $1.17K and leaving 2,418 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #842.

Spire Wealth Management first reported a position in BLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $361K in Q2 2021. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Spire Wealth Management held 2,418 shares of Vanguard Long-Term Bond ETF worth $167K as of Q2 2026.
  • Spire Wealth Management sold 17 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.17K.
  • Vanguard Long-Term Bond ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #842 holding.
  • Spire Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Long-Term Bond ETF position peaked at $361K in Q2 2021.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.