TD Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

TD Capital Management’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
2025 Q2	–	Sell	-120	Closed	-$8.46K	–	711
2025 Q1	$8.46K	Buy	120 +1	+0.8%	+$69	﹤0.01%	327
2024 Q4	$8.16K	Buy	119 +2	+2%	+$143	﹤0.01%	302
2024 Q3	$8.83K	Buy	117 +1	+0.9%	+$73	﹤0.01%	299
2024 Q2	$8.16K	Buy	116 +1	+0.9%	+$70	﹤0.01%	292
2024 Q1	$8.3K	Buy	115 +1	+0.9%	+$72	﹤0.01%	301
2023 Q4	$8.5K	Buy	114 +2	+2%	+$137	﹤0.01%	295
2023 Q3	$7.53K	Buy	112 +1	+0.9%	+$71	﹤0.01%	298
2023 Q2	$8.32K	Buy	111 +1	+0.9%	+$75	﹤0.01%	290
2023 Q1	$8.43K	Buy	+110	New	+$8.32K	﹤0.01%	281
2020 Q4	–	Sell	-4	Closed	–	–	284
2020 Q3	$0	Hold	4	–	–	﹤0.01%	272
2020 Q2	$0	Buy	+4	New	+$437	﹤0.01%	266

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

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

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

KIM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

TD Capital Management's BLV Position: Q2 2025 in Review

TD Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 120 shares — an estimated $8.46K sold.

TD Capital Management first reported a position in BLV in Q2 2020 and held it in 11 quarters. The position peaked at $8.83K in Q3 2024. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

TD Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
TD Capital Management sold 120 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $8.46K.
TD Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 11 quarters.
TD Capital Management's Vanguard Long-Term Bond ETF position peaked at $8.83K in Q3 2024.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on TD Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.