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 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 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 $14.1B AUM 25.71% 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

Steward Partners Investment Advisory's BLV Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Long-Term Bond ETF (BLV) stake by 9.3% in Q1 2026, buying an estimated $58.8K and bringing the position to 9,923 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Steward Partners Investment Advisory first reported a position in BLV in Q2 2017 and has held it in 30 quarters since. The position peaked at $781K in Q3 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Steward Partners Investment Advisory held 9,923 shares of Vanguard Long-Term Bond ETF worth $683K as of Q1 2026.
Steward Partners Investment Advisory bought 842 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $58.8K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1363 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Long-Term Bond ETF in Q2 2017 and has held it in 30 quarters since.
Steward Partners Investment Advisory's Vanguard Long-Term Bond ETF position peaked at $781K in Q3 2024.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.