Sunbelt Securities’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sunbelt Securities’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	$22.4K	Sell	325 -38	-10%	-$2.65K	﹤0.01%	1258
2025 Q4	$25.2K	Buy	363 +6	+2%	+$425	﹤0.01%	1190
2025 Q3	$25.3K	Buy	357 +320	+865%	+$22.2K	﹤0.01%	1197
2025 Q2	$2.55K	Buy	+37	New	+$2.52K	﹤0.01%	1564
2025 Q1	–	Sell	-37	Closed	-$2.56K	–	1808
2024 Q4	$2.56K	Sell	37 -595	-94%	-$42.5K	﹤0.01%	1565
2024 Q3	$47.5K	Buy	632 +1	+0.2%	+$73	﹤0.01%	955
2024 Q2	$44.4K	Hold	631	–	–	﹤0.01%	942
2024 Q1	$45.6K	Buy	631 +36	+6%	+$2.6K	0.01%	891
2023 Q4	$44.4K	Sell	595 -144	-19%	-$9.87K	0.01%	842
2023 Q3	$49.6K	Sell	739 -455	-38%	-$32.4K	0.01%	801
2023 Q2	$89.4K	Buy	+1,194	New	+$89.6K	0.01%	669

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 $21.9B AUM 68.6% 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

Sunbelt Securities's BLV Position: Q1 2026 in Review

Sunbelt Securities reduced its Vanguard Long-Term Bond ETF (BLV) stake by 10% in Q1 2026, selling an estimated $2.65K and leaving 325 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Sunbelt Securities first reported a position in BLV in Q2 2023 and has held it in 11 quarters since. The position peaked at $89.4K in Q2 2023. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Sunbelt Securities held 325 shares of Vanguard Long-Term Bond ETF worth $22.4K as of Q1 2026.
Sunbelt Securities sold 38 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $2.65K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1258 holding.
Sunbelt Securities first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 11 quarters since.
Sunbelt Securities's Vanguard Long-Term Bond ETF position peaked at $89.4K in Q2 2023.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.