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Wilkins Miller Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Wilkins Miller Wealth 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
2026
Q2 		$2.26M Sell
32,747
-3,751
-10% -$257K 1.24% 26
2026
Q1 		$2.51M Buy
36,498
+632
+2% +$44.1K 1.52% 21
2025
Q4 		$2.49M Buy
35,866
+1,467
+4% +$104K 1.48% 23
2025
Q3 		$2.44M Buy
34,399
+1,068
+3% +$74.1K 1.51% 20
2025
Q2 		$2.32M Sell
33,331
-5,867
-15% -$400K 1.58% 18
2025
Q1 		$2.76M Buy
39,198
+307
+0.8% +$21.3K 2.07% 15
2024
Q4 		$2.66M Buy
+38,891
New +$2.78M 2.78% 9

Other funds holding BLV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Wilkins Miller Wealth Management's BLV Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 10% in Q2 2026, selling an estimated $257K and leaving 32,747 shares worth $2.26M. The position accounts for 1.24% of the portfolio, ranked #26.

Wilkins Miller Wealth Management first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q1 2025. 94 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Wilkins Miller Wealth Management held 32,747 shares of Vanguard Long-Term Bond ETF worth $2.26M as of Q2 2026.
  • Wilkins Miller Wealth Management sold 3,751 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $257K.
  • Vanguard Long-Term Bond ETF made up 1.24% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Wilkins Miller Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Wilkins Miller Wealth Management's Vanguard Long-Term Bond ETF position peaked at $2.76M in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.