Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Steward Partners Investment Advisory’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 		$664K Sell
9,635
-288
-3% -$19.8K ﹤0.01% 1539
2026
Q1 		$683K Buy
9,923
+842
+9% +$58.8K ﹤0.01% 1363
2025
Q4 		$631K Buy
9,081
+218
+2% +$15.4K ﹤0.01% 1294
2025
Q3 		$628K Sell
8,863
-600
-6% -$41.6K ﹤0.01% 1267
2025
Q2 		$658K Buy
9,463
+604
+7% +$41.2K 0.01% 1171
2025
Q1 		$624K Sell
8,859
-325
-4% -$22.6K 0.01% 1121
2024
Q4 		$628K Sell
9,184
-1,205
-12% -$86K 0.01% 1058
2024
Q3 		$781K Buy
10,389
+76
+0.7% +$5.58K 0.01% 941
2024
Q2 		$725K Buy
10,313
+255
+3% +$17.9K 0.01% 917
2024
Q1 		$727K Buy
10,058
+4,554
+83% +$329K 0.01% 904
2023
Q4 		$410K Buy
5,504
+4,851
+743% +$332K 0.01% 1083
2023
Q3 		$43.8K Buy
653
+114
+21% +$8.12K ﹤0.01% 1969
2023
Q2 		$40.4K Hold
539
– – ﹤0.01% 1970
2023
Q1 		$41.3K Sell
539
-80
-13% -$6.05K ﹤0.01% 1945
2022
Q4 		$44.9K Sell
619
-240
-28% -$17.4K ﹤0.01% 1880
2022
Q3 		$62K Buy
859
+35
+4% +$2.77K ﹤0.01% 1694
2022
Q2 		$66K Sell
824
-24
-3% -$1.98K ﹤0.01% 1670
2022
Q1 		$78K Buy
848
+130
+18% +$12.4K ﹤0.01% 1701
2021
Q4 		$74K Sell
718
-30
-4% -$3.1K ﹤0.01% 1721
2021
Q3 		$77K Sell
748
-435
-37% -$45.7K ﹤0.01% 1670
2021
Q2 		$122K Sell
1,183
-3,794
-76% -$379K ﹤0.01% 1979
2021
Q1 		$488K Buy
4,977
+3,517
+241% +$361K 0.01% 900
2020
Q4 		$160K Sell
1,460
-867
-37% -$96.5K ﹤0.01% 1163
2020
Q3 		$260K Buy
2,327
+748
+47% +$85.2K 0.01% 853
2020
Q2 		$176K Sell
1,579
-709
-31% -$77.5K 0.01% 926
2020
Q1 		$244K Sell
2,288
-529
-19% -$55.3K 0.01% 733
2019
Q4 		$282K Sell
2,817
-532
-16% -$53.9K 0.01% 779
2019
Q3 		$343K Sell
3,349
-419
-11% -$42.1K 0.01% 687
2019
Q2 		$365K Buy
+3,768
New +$350K 0.01% 638
2017
Q4 		– Sell
-319
Closed -$29K – 1867
2017
Q3 		$29K Hold
319
– – ﹤0.01% 837
2017
Q2 		$29K Buy
+319
New +$29.3K ﹤0.01% 768

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Exchange Traded Concepts
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

Steward Partners Investment Advisory's BLV Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Long-Term Bond ETF (BLV) stake by 2.9% in Q2 2026, selling an estimated $19.8K and leaving 9,635 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Steward Partners Investment Advisory first reported a position in BLV in Q2 2017 and has held it in 31 quarters since. The position peaked at $781K in Q3 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Steward Partners Investment Advisory held 9,635 shares of Vanguard Long-Term Bond ETF worth $664K as of Q2 2026.
  • Steward Partners Investment Advisory sold 288 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $19.8K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1539 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Long-Term Bond ETF in Q2 2017 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Vanguard Long-Term Bond ETF position peaked at $781K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.