Stephens Inc’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Stephens Inc’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	$555K	Buy	+8,065	New	+$563K	0.01%	821
2025 Q4	–	Sell	-7,234	Closed	-$513K	–	1311
2025 Q3	$513K	Buy	7,234 +86	+1%	+$5.97K	0.01%	841
2025 Q2	$497K	Buy	7,148 +435	+6%	+$29.7K	0.01%	839
2025 Q1	$473K	Buy	6,713 +618	+10%	+$42.9K	0.01%	839
2024 Q4	$417K	Buy	6,095 +17	+0.3%	+$1.21K	0.01%	908
2024 Q3	$457K	Buy	+6,078	New	+$447K	0.01%	876

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stephens Inc's BLV Position: Q1 2026 in Review

Stephens Inc opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q1 2026: 8,065 shares worth $555K. The stake represents 0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Stephens Inc previously reported a position in BLV as recently as Q3 2025.

Stephens Inc first reported a position in BLV in Q3 2024 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Stephens Inc held 8,065 shares of Vanguard Long-Term Bond ETF worth $555K as of Q1 2026.
Vanguard Long-Term Bond ETF was a new Stephens Inc position in Q1 2026.
Vanguard Long-Term Bond ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #821 holding.
Stephens Inc first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 6 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.