Transamerica Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $786K | Buy |
11,402
+2,555
| +29% | +$175K | 0.07% | 237 |
|
|
2026
Q1 | $609K | Buy |
8,847
+4,943
| +127% | +$345K | 0.05% | 271 |
|
|
2025
Q4 | $271K | Buy |
3,904
+1,287
| +49% | +$91.1K | 0.02% | 323 |
|
|
2025
Q3 | $185K | Buy |
+2,617
| New | +$182K | 0.02% | 341 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 599 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 420 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 392 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 410 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$82 | ﹤0.01% | 418 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | -$1K | – | 518 |
|
|
2018
Q3 | $1K | Sell |
1
-259
| -100% | -$22.9K | ﹤0.01% | 391 |
|
|
2018
Q2 | $24K | Sell |
260
-620
| -70% | -$54.9K | 0.01% | 247 |
|
|
2018
Q1 | $80K | Buy |
880
+44
| +5% | +$4.01K | 0.01% | 218 |
|
|
2017
Q4 | $80K | Sell |
836
-393
| -32% | -$37K | 0.01% | 227 |
|
|
2017
Q3 | $116K | Sell |
1,229
-116
| -9% | -$10.9K | 0.01% | 222 |
|
|
2017
Q2 | $126K | Buy |
1,345
+1,344
| +134,400% | +$124K | 0.02% | 214 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 294 |
|
|
2016
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 326 |
|
|
2016
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 339 |
|
|
2016
Q2 | $1K | Buy |
+1
| New | +$94 | ﹤0.01% | 300 |
|
|
2016
Q1 | – | Sell |
-105
| Closed | -$10K | – | 756 |
|
|
2015
Q4 | $10K | Buy |
105
+2
| +2% | +$177 | ﹤0.01% | 593 |
|
|
2015
Q3 | $10K | Sell |
103
-39,552
| -100% | -$3.51M | ﹤0.01% | 576 |
|
|
2015
Q2 | $3.48M | Sell |
39,655
-442
| -1% | -$40.4K | 0.25% | 82 |
|
|
2015
Q1 | $3.86M | Buy |
40,097
+39,998
| +40,402% | +$3.85M | 0.27% | 60 |
|
|
2014
Q4 | $10K | Hold |
99
| – | – | ﹤0.01% | 498 |
|
|
2014
Q3 | $9K | Sell |
99
-16
| -14% | -$1.44K | ﹤0.01% | 479 |
|
|
2014
Q2 | $11K | Hold |
115
| – | – | ﹤0.01% | 487 |
|
|
2014
Q1 | $10K | Buy |
115
+96
| +505% | +$8.15K | ﹤0.01% | 464 |
|
|
2013
Q4 | $2K | Sell |
19
-14,979
| -100% | -$1.24M | ﹤0.01% | 539 |
|
|
2013
Q3 | $1.25M | Buy |
14,998
+7,532
| +101% | +$625K | 0.16% | 85 |
|
|
2013
Q2 | $636K | Buy |
+7,466
| New | +$679K | 0.1% | 103 |
|
Other funds holding BLV
LNC
KIM
ETC
Transamerica Financial Advisors's BLV Position: Q2 2026 in Review
Transamerica Financial Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 29% in Q2 2026, buying an estimated $175K and bringing the position to 11,402 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #237.
Transamerica Financial Advisors first reported a position in BLV in Q2 2013 and has held it in 34 quarters since. The position peaked at $3.86M in Q1 2015. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.
- Transamerica Financial Advisors held 11,402 shares of Vanguard Long-Term Bond ETF worth $786K as of Q2 2026.
- Transamerica Financial Advisors bought 2,555 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $175K.
- Vanguard Long-Term Bond ETF made up 0.07% of Transamerica Financial Advisors's portfolio in Q2 2026, its #237 holding.
- Transamerica Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and has held it in 34 quarters since.
- Transamerica Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $3.86M in Q1 2015.
- 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.