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

Strategic Wealth 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
2026 Q2	$414	Hold	6	–	–	﹤0.01%	1344
2026 Q1	$413	Sell	6 -8	-57%	-$558	﹤0.01%	1337
2025 Q4	$973	Buy	14 +6	+75%	+$425	﹤0.01%	1284
2025 Q3	$567	Buy	+8	New	+$555	﹤0.01%	1249
2019 Q4	–	Sell	-16	Closed	-$1	–	172
2019 Q3	$1	Hold	16	–	–	﹤0.01%	699
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	711
2019 Q1	$1K	Sell	16 -60	-79%	-$5.32K	﹤0.01%	738
2018 Q4	$7K	Buy	76 +60	+375%	+$5.12K	﹤0.01%	530
2018 Q3	$1K	Hold	16	–	–	﹤0.01%	619
2018 Q2	$1K	Buy	+16	New	+$1.42K	﹤0.01%	718

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Wealth Partners's BLV Position: Q2 2026 in Review

Strategic Wealth Partners held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 6 shares worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Strategic Wealth Partners first reported a position in BLV in Q2 2018 and has held it in 10 quarters since. The position peaked at $7K in Q4 2018. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Strategic Wealth Partners held 6 shares of Vanguard Long-Term Bond ETF worth $414 as of Q2 2026.
Strategic Wealth Partners left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1344 holding.
Strategic Wealth Partners first reported a position in Vanguard Long-Term Bond ETF in Q2 2018 and has held it in 10 quarters since.
Strategic Wealth Partners's Vanguard Long-Term Bond ETF position peaked at $7K in Q4 2018.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.