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

Alerus Financial’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
2025 Q4	–	Sell	-86	Closed	-$6.09K	–	515
2025 Q3	$6.09K	Buy	+86	New	+$5.97K	﹤0.01%	420

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alerus Financial's BLV Position: Q4 2025 in Review

Alerus Financial sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2025, closing a stake of 86 shares — an estimated $6.09K sold.

Alerus Financial first reported a position in BLV in Q3 2025 and held it in 1 quarter. The position peaked at $6.09K in Q3 2025. 409 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

Alerus Financial reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Alerus Financial sold 86 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $6.09K.
Alerus Financial first reported a position in Vanguard Long-Term Bond ETF in Q3 2025 and held it in 1 quarter.
Alerus Financial's Vanguard Long-Term Bond ETF position peaked at $6.09K in Q3 2025.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Alerus Financial's 13F filing for Q4 2025, filed 13 Feb 2026.