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Strategic Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Strategic Investment Advisors’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 		$3.34M Buy
48,562
+20,720
+74% +$1.45M 0.23% 57
2025
Q4 		$1.94M Sell
27,842
-376
-1% -$26.6K 0.17% 66
2025
Q3 		$2M Sell
28,218
-1,274
-4% -$88.4K 0.18% 64
2025
Q2 		$2.05M Sell
29,492
-1,285
-4% -$87.6K 0.2% 57
2025
Q1 		$2.17M Buy
30,777
+1,399
+5% +$97.1K 0.23% 56
2024
Q4 		$2.01M Buy
29,378
+693
+2% +$49.5K 0.21% 62
2024
Q3 		$2.16M Buy
28,685
+574
+2% +$42.2K 0.24% 59
2024
Q2 		$1.98M Buy
28,111
+996
+4% +$69.7K 0.24% 61
2024
Q1 		$1.96M Buy
27,115
+4,856
+22% +$350K 0.25% 59
2023
Q4 		$1.66M Buy
22,259
+494
+2% +$33.9K 0.24% 64
2023
Q3 		$1.46M Buy
21,765
+1,051
+5% +$74.9K 0.24% 62
2023
Q2 		$1.55M Sell
20,714
-264
-1% -$19.8K 0.22% 48
2023
Q1 		$1.61M Sell
20,978
-1,759
-8% -$133K 0.29% 58
2022
Q4 		$1.65M Sell
22,737
-5,177
-19% -$375K 0.34% 54
2022
Q3 		$2.01M Sell
27,914
-13,994
-33% -$1.11M 0.45% 38
2022
Q2 		$3.34M Buy
41,908
+232
+0.6% +$19.1K 0.67% 31
2022
Q1 		$3.82M Buy
41,676
+4,266
+11% +$407K 0.72% 29
2021
Q4 		$3.85M Buy
37,410
+1,043
+3% +$108K 0.74% 31
2021
Q3 		$3.72M Buy
36,367
+551
+2% +$57.8K 0.82% 31
2021
Q2 		$3.69M Sell
35,816
-1,060
-3% -$106K 0.85% 30
2021
Q1 		$3.62M Buy
36,876
+4,031
+12% +$414K 0.94% 30
2020
Q4 		$3.6M Sell
32,845
-1,467
-4% -$163K 1.04% 27
2020
Q3 		$3.84M Buy
34,312
+3,726
+12% +$424K 1.3% 21
2020
Q2 		$3.42M Buy
30,586
+4,142
+16% +$453K 1.29% 22
2020
Q1 		$2.82M Buy
26,444
+4,175
+19% +$436K 1.3% 23
2019
Q4 		$2.23M Buy
22,269
+1,789
+9% +$181K 0.92% 30
2019
Q3 		$2.1M Buy
20,480
+2,481
+14% +$249K 1.01% 29
2019
Q2 		$1.75M Buy
17,999
+3,727
+26% +$346K 0.96% 30
2019
Q1 		$1.31M Buy
14,272
+2,130
+18% +$189K 0.9% 33
2018
Q4 		$1.06M Buy
+12,142
New +$1.04M 0.96% 29

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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 $21.9B AUM 68.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Investment Advisors's BLV Position: Q1 2026 in Review

Strategic Investment Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 74% in Q1 2026, buying an estimated $1.45M and bringing the position to 48,562 shares worth $3.34M. The position accounts for 0.23% of the portfolio, ranked #57.

Strategic Investment Advisors first reported a position in BLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.85M in Q4 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Strategic Investment Advisors held 48,562 shares of Vanguard Long-Term Bond ETF worth $3.34M as of Q1 2026.
  • Strategic Investment Advisors bought 20,720 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.45M.
  • Vanguard Long-Term Bond ETF made up 0.23% of Strategic Investment Advisors's portfolio in Q1 2026, its #57 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $3.85M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.