Walker Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Walker Asset Management’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
2025 Q3	–	Sell	-3,232	Closed	-$225K	–	140
2025 Q2	$225K	Sell	3,232 -43	-1%	-$2.93K	0.13%	126
2025 Q1	$231K	Sell	3,275 -46	-1%	-$3.19K	0.14%	124
2024 Q4	$227K	Buy	3,321 +47	+1%	+$3.35K	0.14%	122
2024 Q3	$246K	Sell	3,274 -60	-2%	-$4.41K	0.15%	123
2024 Q2	$234K	Buy	3,334 +39	+1%	+$2.73K	0.16%	111
2024 Q1	$238K	Buy	3,295 +20	+0.6%	+$1.44K	0.16%	116
2023 Q4	$244K	Sell	3,275 -104	-3%	-$7.13K	0.18%	114
2023 Q3	$227K	Sell	3,379 -2	-0.1%	-$143	0.2%	82
2023 Q2	$253K	Sell	3,381 -20	-0.6%	-$1.5K	0.21%	74
2023 Q1	$261K	Hold	3,401	–	–	0.23%	71
2022 Q4	$246K	Hold	3,401	–	–	0.21%	68
2022 Q3	$245K	Hold	3,401	–	–	0.22%	61
2022 Q2	$271K	Buy	3,401 +376	+12%	+$30.9K	0.24%	61
2022 Q1	$277K	Buy	+3,025	New	+$288K	0.22%	70

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

Walker Asset Management's BLV Position: Q3 2025 in Review

Walker Asset Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 3,232 shares — an estimated $225K sold.

Walker Asset Management first reported a position in BLV in Q1 2022 and held it in 14 quarters. The position peaked at $277K in Q1 2022. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

Walker Asset Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Walker Asset Management sold 3,232 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $225K.
Walker Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 14 quarters.
Walker Asset Management's Vanguard Long-Term Bond ETF position peaked at $277K in Q1 2022.
379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Walker Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.