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BOLTON SECURITIES CORPORATION’s Vanguard Long-Term Bond ETF BLV Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$18.2K Buy
+265
New +$18.5K ﹤0.01% 1484
2025
Q3 		$18.8K Buy
+265
New +$18.4K ﹤0.01% 1401
2025
Q1 		$18.7K Buy
+265
New +$18.4K ﹤0.01% 1292

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Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BLV Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q1 2026: 265 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #1484 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in BLV as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in BLV in Q1 2025 and has held it in 3 quarters since. The position peaked at $18.8K in Q3 2025. 415 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 265 shares of Vanguard Long-Term Bond ETF worth $18.2K as of Q1 2026.
  • Vanguard Long-Term Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1484 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Vanguard Long-Term Bond ETF position peaked at $18.8K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.