Woodward Diversified Capital’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Woodward Diversified Capital’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	–	Sell	-3,982	Closed	-$277K	–	187
2025 Q4	$277K	Sell	3,982 -3,823	-49%	-$271K	0.13%	140
2025 Q3	$553K	Buy	+7,805	New	+$542K	0.26%	97
2024 Q1	–	Sell	-11,126	Closed	-$830K	–	154
2023 Q4	$830K	Buy	+11,126	New	+$762K	0.52%	51
2023 Q3	–	Sell	-17,512	Closed	-$1.31M	–	154
2023 Q2	$1.31M	Buy	+17,512	New	+$1.31M	0.99%	23
2022 Q1	–	Sell	-2,880	Closed	-$296K	–	158
2021 Q4	$296K	Buy	+2,880	New	+$298K	0.17%	144

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

Woodward Diversified Capital's BLV Position: Q1 2026 in Review

Woodward Diversified Capital sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 3,982 shares — an estimated $277K sold.

Woodward Diversified Capital first reported a position in BLV in Q4 2021 and held it in 5 quarters. The position peaked at $1.31M in Q2 2023. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Woodward Diversified Capital reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Woodward Diversified Capital sold 3,982 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $277K.
Woodward Diversified Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 5 quarters.
Woodward Diversified Capital's Vanguard Long-Term Bond ETF position peaked at $1.31M in Q2 2023.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Woodward Diversified Capital's 13F filing for Q1 2026, filed 24 Apr 2026.