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TrueWealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

TrueWealth 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
-3,246
Closed -$226K – 235
2025
Q4 		$226K Sell
3,246
-362
-10% -$25.6K 0.06% 222
2025
Q3 		$256K Sell
3,608
-43
-1% -$2.98K 0.07% 198
2025
Q2 		$254K Sell
3,651
-42
-1% -$2.86K 0.08% 194
2025
Q1 		$260K Sell
3,693
-226
-6% -$15.7K 0.09% 184
2024
Q4 		$268K Buy
3,919
+169
+5% +$12.1K 0.09% 184
2024
Q3 		$282K Sell
3,750
-762
-17% -$56K 0.09% 181
2024
Q2 		$317K Buy
4,512
+525
+13% +$36.8K 0.12% 143
2024
Q1 		$288K Sell
3,987
-172
-4% -$12.4K 0.11% 157
2023
Q4 		$310K Sell
4,159
-341
-8% -$23.4K 0.12% 137
2023
Q3 		$302K Buy
4,500
+16
+0.4% +$1.14K 0.13% 128
2023
Q2 		$336K Sell
4,484
-106
-2% -$7.96K 0.14% 116
2023
Q1 		$352K Sell
4,590
-140
-3% -$10.6K 0.15% 110
2022
Q4 		$343K Sell
4,730
-694
-13% -$50.2K 0.15% 116
2022
Q3 		$390K Sell
5,424
-203
-4% -$16.1K 0.18% 91
2022
Q2 		$449K Buy
5,627
+168
+3% +$13.8K 0.21% 89
2022
Q1 		$562K Hold
5,459
– – 0.25% 82
2021
Q4 		$562K Buy
5,459
+748
+16% +$77.3K 0.25% 82
2021
Q3 		$482K Sell
4,711
-805
-15% -$84.5K 0.27% 75
2021
Q2 		$568K Buy
5,516
+125
+2% +$12.5K 0.33% 59
2021
Q1 		$537K Buy
+5,391
New +$553K 0.35% 60

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrueWealth Advisors's BLV Position: Q1 2026 in Review

TrueWealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 3,246 shares — an estimated $226K sold.

TrueWealth Advisors first reported a position in BLV in Q1 2021 and held it in 20 quarters. The position peaked at $568K in Q2 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • TrueWealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 3,246 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $226K.
  • TrueWealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and held it in 20 quarters.
  • TrueWealth Advisors's Vanguard Long-Term Bond ETF position peaked at $568K in Q2 2021.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on TrueWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.