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 Q2	$175K	Buy	2,535 +73	+3%	+$5.01K	0.12%	99
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 $424B AUM 22.9% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Twin City Private Wealth's BLV Position: Q2 2026 in Review

Twin City Private Wealth increased its Vanguard Long-Term Bond ETF (BLV) stake by 3% in Q2 2026, buying an estimated $5.01K and bringing the position to 2,535 shares worth $175K. The position accounts for 0.12% of the portfolio, ranked #99.

Twin City Private Wealth first reported a position in BLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $207K in Q3 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Twin City Private Wealth held 2,535 shares of Vanguard Long-Term Bond ETF worth $175K as of Q2 2026.
Twin City Private Wealth bought 73 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $5.01K.
Vanguard Long-Term Bond ETF made up 0.12% of Twin City Private Wealth's portfolio in Q2 2026, its #99 holding.
Twin City Private Wealth first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
Twin City Private Wealth's Vanguard Long-Term Bond ETF position peaked at $207K in Q3 2024.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.