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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
Q2 		$3.2M Sell
46,406
-2,156
-4% -$148K 0.19% 64
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 $424B AUM 22.9% 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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
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

Strategic Investment Advisors's BLV Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 4.4% in Q2 2026, selling an estimated $148K and leaving 46,406 shares worth $3.2M. The position accounts for 0.19% of the portfolio, ranked #64.

Strategic Investment Advisors first reported a position in BLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.85M in Q4 2021. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Strategic Investment Advisors held 46,406 shares of Vanguard Long-Term Bond ETF worth $3.2M as of Q2 2026.
  • Strategic Investment Advisors sold 2,156 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $148K.
  • Vanguard Long-Term Bond ETF made up 0.19% of Strategic Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Strategic Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $3.85M in Q4 2021.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.