True Link Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

True Link Financial Advisors’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	–	Sell	-11,000	Closed	-$765K	–	419
2025 Q4	$765K	Hold	11,000	–	–	0.05%	43
2025 Q3	$779K	Hold	11,000	–	–	0.05%	38
2025 Q2	$765K	Hold	11,000	–	–	0.05%	38
2025 Q1	$775K	Buy	11,000 +8,000	+267%	+$555K	0.06%	38
2024 Q4	$205K	Hold	3,000	–	–	0.02%	72
2024 Q3	$226K	Buy	+3,000	New	+$220K	0.02%	59
2022 Q1	–	Sell	-12,160	Closed	-$1.25M	–	144
2021 Q4	$1.25M	Sell	12,160 -2,657	-18%	-$275K	0.17%	64
2021 Q3	$1.52M	Sell	14,817 -2,025	-12%	-$213K	0.21%	53
2021 Q2	$1.74M	Sell	16,842 -96,605	-85%	-$9.66M	0.25%	44
2021 Q1	$11.1M	Buy	113,447 +472	+0.4%	+$48.4K	1.61%	14
2020 Q4	$12.4M	Buy	+112,975	New	+$12.6M	1.94%	13

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

True Link Financial Advisors's BLV Position: Q1 2026 in Review

True Link Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 11,000 shares — an estimated $765K sold.

True Link Financial Advisors first reported a position in BLV in Q4 2020 and held it in 11 quarters. The position peaked at $12.4M in Q4 2020. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

True Link Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
True Link Financial Advisors sold 11,000 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $765K.
True Link Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 11 quarters.
True Link Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $12.4M in Q4 2020.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.