WMG Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

WMG Financial Advisors’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	–	Sell	-3,050	Closed	-$210K	–	108
2026 Q1	$210K	Sell	3,050 -253	-8%	-$17.7K	0.09%	91
2025 Q4	$230K	Hold	3,303	–	–	0.09%	96
2025 Q3	$234K	Sell	3,303 -1,950	-37%	-$135K	0.08%	179
2025 Q2	$365K	Sell	5,253 -500	-9%	-$34.1K	0.14%	104
2025 Q1	$405K	Hold	5,753	–	–	0.17%	86
2024 Q4	$394K	Sell	5,753 -1,572	-21%	-$112K	0.17%	87
2024 Q3	$551K	Sell	7,325 -400	-5%	-$29.4K	0.25%	59
2024 Q2	$543K	Sell	7,725 -200	-3%	-$14K	0.29%	53
2024 Q1	$573K	Buy	7,925 +125	+2%	+$9.02K	0.33%	54
2023 Q4	$582K	Buy	+7,800	New	+$534K	0.38%	53
2023 Q3	–	Sell	-8,150	Closed	-$611K	–	103
2023 Q2	$611K	Buy	8,150 +1,750	+27%	+$131K	0.45%	52
2023 Q1	$609K	Hold	6,400	–	–	0.5%	48
2022 Q4	$464K	Hold	6,400	–	–	0.39%	65
2022 Q3	$462K	Buy	6,400 +2,500	+64%	+$198K	0.42%	63
2022 Q2	$312K	Buy	+3,900	New	+$321K	0.27%	84

Other funds holding BLV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WMG Financial Advisors's BLV Position: Q2 2026 in Review

WMG Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 3,050 shares — an estimated $210K sold.

WMG Financial Advisors first reported a position in BLV in Q2 2022 and held it in 15 quarters. The position peaked at $611K in Q2 2023. 150 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

WMG Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
WMG Financial Advisors sold 3,050 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $210K.
WMG Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2022 and held it in 15 quarters.
WMG Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $611K in Q2 2023.
150 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.