Tranquilli Financial Advisor’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Tranquilli Financial Advisor’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	$765K	Sell	11,126 -9,024	-45%	-$630K	0.45%	58
2025 Q4	$1.4M	Sell	20,150 -11,345	-36%	-$803K	0.81%	36
2025 Q3	$2.23M	Buy	+31,495	New	+$2.19M	1.32%	24
2024 Q4	–	Sell	-19,654	Closed	-$1.48M	–	111
2024 Q3	$1.48M	Buy	19,654 +6,667	+51%	+$490K	0.93%	29
2024 Q2	$898K	Sell	12,987 -8,001	-38%	-$560K	0.6%	45
2024 Q1	$1.52M	Sell	20,988 -11,879	-36%	-$857K	1.01%	27
2023 Q4	$2.45M	Buy	+32,867	New	+$2.25M	1.73%	10
2023 Q3	–	Sell	-46,938	Closed	-$3.52M	–	98
2023 Q2	$3.52M	Buy	+46,938	New	+$3.52M	2.49%	8
2022 Q1	–	Sell	-20,667	Closed	-$2.13M	–	83
2021 Q4	$2.13M	Buy	20,667 +3,966	+24%	+$410K	1.49%	25
2021 Q3	$1.71M	Buy	16,701 +11,197	+203%	+$1.18M	1.28%	29
2021 Q2	$567K	Sell	5,504 -13	-0.2%	-$1.3K	0.43%	43
2021 Q1	$541K	Sell	5,517 -9,829	-64%	-$1.01M	0.44%	43
2020 Q4	$1.68M	Buy	+15,346	New	+$1.71M	1.53%	27

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

Tranquilli Financial Advisor's BLV Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Vanguard Long-Term Bond ETF (BLV) stake by 45% in Q1 2026, selling an estimated $630K and leaving 11,126 shares worth $765K. The position accounts for 0.45% of the portfolio, ranked #58.

Tranquilli Financial Advisor first reported a position in BLV in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.52M in Q2 2023. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Tranquilli Financial Advisor held 11,126 shares of Vanguard Long-Term Bond ETF worth $765K as of Q1 2026.
Tranquilli Financial Advisor sold 9,024 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $630K.
Vanguard Long-Term Bond ETF made up 0.45% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #58 holding.
Tranquilli Financial Advisor first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 13 quarters since.
Tranquilli Financial Advisor's Vanguard Long-Term Bond ETF position peaked at $3.52M in Q2 2023.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.