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 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 $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

KIM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Strategic Wealth Partners's BLV Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Vanguard Long-Term Bond ETF (BLV) stake by 57% in Q1 2026, selling an estimated $558 and leaving 6 shares worth $413. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Strategic Wealth Partners first reported a position in BLV in Q2 2018 and has held it in 9 quarters since. The position peaked at $7K in Q4 2018. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Strategic Wealth Partners held 6 shares of Vanguard Long-Term Bond ETF worth $413 as of Q1 2026.
Strategic Wealth Partners sold 8 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $558.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1337 holding.
Strategic Wealth Partners first reported a position in Vanguard Long-Term Bond ETF in Q2 2018 and has held it in 9 quarters since.
Strategic Wealth Partners's Vanguard Long-Term Bond ETF position peaked at $7K in Q4 2018.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.