AMG National Trust Bank’s Vanguard Long-Term Bond ETF BLV Stock Holding History

AMG National Trust Bank’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	$1.01M	Sell	14,630 -16,257	-53%	-$1.12M	0.02%	267
2026 Q1	$2.12M	Sell	30,887 -3,170	-9%	-$221K	0.05%	216
2025 Q4	$2.37M	Sell	34,057 -2,008	-6%	-$142K	0.06%	195
2025 Q3	$2.56M	Sell	36,065 -1,323	-4%	-$91.8K	0.06%	182
2025 Q2	$2.6M	Buy	37,388 +1,289	+4%	+$87.9K	0.07%	161
2025 Q1	$2.54M	Sell	36,099 -5,013	-12%	-$348K	0.07%	166
2024 Q4	$2.82M	Buy	41,112 +1,795	+5%	+$128K	0.08%	153
2024 Q3	$2.96M	Buy	39,317 +979	+3%	+$71.9K	0.08%	155
2024 Q2	$2.69M	Buy	38,338 +19,646	+105%	+$1.38M	0.07%	172
2024 Q1	$1.35M	Buy	18,692 +9,708	+108%	+$700K	0.04%	245
2023 Q4	$670K	Buy	8,984 +2,082	+30%	+$143K	0.02%	318
2023 Q3	$463K	Buy	+6,902	New	+$492K	0.02%	345

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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 $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMG National Trust Bank's BLV Position: Q2 2026 in Review

AMG National Trust Bank reduced its Vanguard Long-Term Bond ETF (BLV) stake by 53% in Q2 2026, selling an estimated $1.12M and leaving 14,630 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #267.

AMG National Trust Bank first reported a position in BLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.96M in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

AMG National Trust Bank held 14,630 shares of Vanguard Long-Term Bond ETF worth $1.01M as of Q2 2026.
AMG National Trust Bank sold 16,257 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.12M.
Vanguard Long-Term Bond ETF made up 0.02% of AMG National Trust Bank's portfolio in Q2 2026, its #267 holding.
AMG National Trust Bank first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
AMG National Trust Bank's Vanguard Long-Term Bond ETF position peaked at $2.96M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.