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XY Planning Network’s Vanguard Long-Term Bond ETF BLV Stock Holding History

XY Planning Network’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 		$221K Sell
3,206
-119
-4% -$8.16K 0.03% 326
2026
Q1 		$228K Buy
+3,325
New +$232K 0.04% 262

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

XY Planning Network's BLV Position: Q2 2026 in Review

XY Planning Network reduced its Vanguard Long-Term Bond ETF (BLV) stake by 3.6% in Q2 2026, selling an estimated $8.16K and leaving 3,206 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #326.

XY Planning Network first reported a position in BLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $228K in Q1 2026. 111 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • XY Planning Network held 3,206 shares of Vanguard Long-Term Bond ETF worth $221K as of Q2 2026.
  • XY Planning Network sold 119 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $8.16K.
  • Vanguard Long-Term Bond ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #326 holding.
  • XY Planning Network first reported a position in Vanguard Long-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • XY Planning Network's Vanguard Long-Term Bond ETF position peaked at $228K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.