Strategic Financial Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Strategic Financial Partners’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
2025 Q3	–	Sell	-3,684	Closed	-$256K	–	81
2025 Q2	$256K	Sell	3,684 -731	-17%	-$49.9K	0.12%	70
2025 Q1	$311K	Sell	4,415 -20,062	-82%	-$1.39M	0.16%	60
2024 Q4	$1.67M	Sell	24,477 -54,884	-69%	-$3.92M	0.86%	23
2024 Q3	$5.97M	Buy	79,361 +14,104	+22%	+$1.04M	3.05%	8
2024 Q2	$4.59M	Buy	65,257 +14,479	+29%	+$1.01M	2.53%	10
2024 Q1	$3.67M	Sell	50,778 -12,560	-20%	-$906K	2.03%	11
2023 Q4	$4.72M	Buy	63,338 +467	+0.7%	+$32K	2.74%	9
2023 Q3	$4.22M	Sell	62,871 -4,771	-7%	-$340K	2.56%	10
2023 Q2	$5.07M	Buy	+67,642	New	+$5.08M	2.89%	10

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

Strategic Financial Partners's BLV Position: Q3 2025 in Review

Strategic Financial Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 3,684 shares — an estimated $256K sold.

Strategic Financial Partners first reported a position in BLV in Q2 2023 and held it in 9 quarters. The position peaked at $5.97M in Q3 2024. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

Strategic Financial Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Strategic Financial Partners sold 3,684 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $256K.
Strategic Financial Partners first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 9 quarters.
Strategic Financial Partners's Vanguard Long-Term Bond ETF position peaked at $5.97M in Q3 2024.
379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Strategic Financial Partners's 13F filing for Q3 2025, filed 6 Nov 2025.