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Stonebridge Financial Group (Pennsylvania)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$417K Buy
6,055
+216
+4% +$14.8K 0.03% 198
2026
Q1 		$402K Sell
5,839
-345
-6% -$24.1K 0.03% 184
2025
Q4 		$430K Buy
6,184
+750
+14% +$53.1K 0.04% 180
2025
Q3 		$385K Hold
5,434
– – 0.03% 181
2025
Q2 		$378K Buy
5,434
+682
+14% +$46.5K 0.04% 176
2025
Q1 		$335K Sell
4,752
-1,327
-22% -$92.1K 0.04% 172
2024
Q4 		$416K Buy
+6,079
New +$434K 0.05% 162

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BLV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Vanguard Long-Term Bond ETF (BLV) stake by 3.7% in Q2 2026, buying an estimated $14.8K and bringing the position to 6,055 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #198.

Stonebridge Financial Group (Pennsylvania) first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $430K in Q4 2025. 348 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 6,055 shares of Vanguard Long-Term Bond ETF worth $417K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 216 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $14.8K.
  • Vanguard Long-Term Bond ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #198 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Vanguard Long-Term Bond ETF position peaked at $430K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.