Spirit of America Management Corp’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Spirit of America Management Corp’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	$1.48K	Buy	100,885 +98,967	+5,160%	+$6.79M	﹤0.01%	295
2026 Q1	$133K	Sell	1,918 -152	-7%	-$10.6K	0.03%	255
2025 Q4	$145K	Sell	2,070 -1,475	-42%	-$104K	0.03%	254
2025 Q3	$251K	Buy	3,545 +19	+0.5%	+$1.32K	0.05%	238
2025 Q2	$241K	Buy	3,526 +34	+1%	+$2.32K	0.05%	239
2025 Q1	$246K	Sell	3,492 -4	-0.1%	-$278	0.05%	234
2024 Q4	$239K	Sell	3,496 -239	-6%	-$17.1K	0.05%	224
2024 Q3	$281K	Sell	3,735 -301	-7%	-$22.1K	0.06%	220
2024 Q2	$284K	Buy	4,036 +3,517	+678%	+$246K	0.06%	217
2024 Q1	$36K	Buy	+519	New	+$37.4K	0.01%	277

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Spirit of America Management Corp's BLV Position: Q2 2026 in Review

Spirit of America Management Corp increased its Vanguard Long-Term Bond ETF (BLV) stake by 5,160% in Q2 2026, buying an estimated $6.79M and bringing the position to 100,885 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Spirit of America Management Corp first reported a position in BLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $284K in Q2 2024. 294 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Spirit of America Management Corp held 100,885 shares of Vanguard Long-Term Bond ETF worth $1.48K as of Q2 2026.
Spirit of America Management Corp bought 98,967 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $6.79M.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #295 holding.
Spirit of America Management Corp first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
Spirit of America Management Corp's Vanguard Long-Term Bond ETF position peaked at $284K in Q2 2024.
294 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.