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

TrueWealth Financial Partners’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
Q2 		– Sell
-8,289
Closed -$570K – 32
2026
Q1 		$570K Buy
+8,289
New +$579K 0.23% 35
2025
Q4 		– Sell
-3,268
Closed -$232K – 54
2025
Q3 		$232K Sell
3,268
-89
-3% -$6.18K 0.12% 24
2025
Q2 		$233K Buy
+3,357
New +$229K 0.13% 25

Other funds holding BLV

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TrueWealth Financial Partners's BLV Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 8,289 shares — an estimated $570K sold.

TrueWealth Financial Partners first reported a position in BLV in Q2 2025 and held it in 3 quarters. The position peaked at $570K in Q1 2026. 407 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 8,289 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $570K.
  • TrueWealth Financial Partners first reported a position in Vanguard Long-Term Bond ETF in Q2 2025 and held it in 3 quarters.
  • TrueWealth Financial Partners's Vanguard Long-Term Bond ETF position peaked at $570K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.