Twin City Private Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Twin City Private Wealth’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	$169K	Buy	2,462 +69	+3%	+$4.82K	0.13%	94
2025 Q4	$166K	Sell	2,393 -88	-4%	-$6.23K	0.13%	93
2025 Q3	$176K	Buy	2,481 +152	+7%	+$10.5K	0.14%	93
2025 Q2	$162K	Sell	2,329 -57	-2%	-$3.89K	0.13%	92
2025 Q1	$168K	Sell	2,386 -45	-2%	-$3.12K	0.15%	88
2024 Q4	$166K	Sell	2,431 -318	-12%	-$22.7K	0.15%	86
2024 Q3	$207K	Buy	2,749 +914	+50%	+$67.2K	0.18%	90
2024 Q2	$129K	Sell	1,835 -48	-3%	-$3.36K	0.12%	89
2024 Q1	$136K	Buy	+1,883	New	+$136K	0.13%	90

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

Twin City Private Wealth's BLV Position: Q1 2026 in Review

Twin City Private Wealth increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.9% in Q1 2026, buying an estimated $4.82K and bringing the position to 2,462 shares worth $169K. The position accounts for 0.13% of the portfolio, ranked #94.

Twin City Private Wealth first reported a position in BLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $207K in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Twin City Private Wealth held 2,462 shares of Vanguard Long-Term Bond ETF worth $169K as of Q1 2026.
Twin City Private Wealth bought 69 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $4.82K.
Vanguard Long-Term Bond ETF made up 0.13% of Twin City Private Wealth's portfolio in Q1 2026, its #94 holding.
Twin City Private Wealth first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Vanguard Long-Term Bond ETF position peaked at $207K in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.