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

WealthShield 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 Q1	$12.2K	Buy	177 +20	+13%	+$1.4K	﹤0.01%	526
2025 Q4	$10.9K	Hold	157	–	–	﹤0.01%	511
2025 Q3	$11.1K	Hold	157	–	–	﹤0.01%	502
2025 Q2	$10.9K	Buy	157 +6	+4%	+$409	﹤0.01%	492
2025 Q1	$10.6K	Buy	151 +28	+23%	+$1.94K	﹤0.01%	479
2024 Q4	$8.42K	Hold	123	–	–	﹤0.01%	451
2024 Q3	$9.25K	Hold	123	–	–	﹤0.01%	452
2024 Q2	$8.65K	Hold	123	–	–	﹤0.01%	429
2024 Q1	$8.9K	Hold	123	–	–	﹤0.01%	428
2023 Q4	$9.17K	Hold	123	–	–	﹤0.01%	436
2023 Q3	$8.25K	Hold	123	–	–	﹤0.01%	442
2023 Q2	$9.21K	Hold	123	–	–	﹤0.01%	445
2023 Q1	$9.43K	Buy	+123	New	+$9.3K	﹤0.01%	443
2019 Q1	–	Sell	-82	Closed	-$7K	–	265
2018 Q4	$7K	Sell	82 -265	-76%	-$22.6K	﹤0.01%	207
2018 Q3	$30K	Hold	347	–	–	0.02%	180
2018 Q2	$31K	Hold	347	–	–	0.02%	167
2018 Q1	$32K	Buy	+347	New	+$31.6K	0.02%	166

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

WealthShield Partners's BLV Position: Q1 2026 in Review

WealthShield Partners increased its Vanguard Long-Term Bond ETF (BLV) stake by 13% in Q1 2026, buying an estimated $1.4K and bringing the position to 177 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

WealthShield Partners first reported a position in BLV in Q1 2018 and has held it in 17 quarters since. The position peaked at $32K in Q1 2018. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

WealthShield Partners held 177 shares of Vanguard Long-Term Bond ETF worth $12.2K as of Q1 2026.
WealthShield Partners bought 20 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.4K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #526 holding.
WealthShield Partners first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and has held it in 17 quarters since.
WealthShield Partners's Vanguard Long-Term Bond ETF position peaked at $32K in Q1 2018.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.