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 Q2	$563K	Buy	8,164 +99	+1%	+$6.79K	0.01%	848
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 $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

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stephens Inc's BLV Position: Q2 2026 in Review

Stephens Inc increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.2% in Q2 2026, buying an estimated $6.79K and bringing the position to 8,164 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #848.

Stephens Inc first reported a position in BLV in Q3 2024 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Stephens Inc held 8,164 shares of Vanguard Long-Term Bond ETF worth $563K as of Q2 2026.
Stephens Inc bought 99 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $6.79K.
Vanguard Long-Term Bond ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #848 holding.
Stephens Inc first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.