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Bank of Marin’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bank of Marin’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 		$838K Sell
12,178
-944
-7% -$65.9K 0.61% 49
2025
Q4 		$912K Sell
13,122
-114
-0.9% -$8.07K 0.63% 47
2025
Q3 		$938K Sell
13,236
-149
-1% -$10.3K 0.66% 42
2025
Q2 		$931K Buy
+13,385
New +$913K 0.7% 42
2025
Q1 		– Sell
-11,880
Closed -$813K – 93
2024
Q4 		$813K Buy
11,880
+261
+2% +$18.6K 0.64% 48
2024
Q3 		$873K Buy
11,619
+639
+6% +$47K 0.7% 46
2024
Q2 		$772K Buy
10,980
+737
+7% +$51.6K 0.66% 47
2024
Q1 		$741K Sell
10,243
-504
-5% -$36.4K 0.65% 54
2023
Q4 		$802K Sell
10,747
-1,472
-12% -$101K 0.72% 43
2023
Q3 		$819K Buy
12,219
+947
+8% +$67.5K 0.8% 39
2023
Q2 		$844K Sell
11,272
-7
-0.1% -$526 0.79% 39
2023
Q1 		$864K Buy
11,279
+459
+4% +$34.7K 0.83% 37
2022
Q4 		$784K Buy
10,820
+804
+8% +$58.2K 0.74% 50
2022
Q3 		$721K Buy
10,016
+296
+3% +$23.4K 0.71% 49
2022
Q2 		$775K Buy
9,720
+667
+7% +$54.9K 0.68% 52
2022
Q1 		$830K Buy
9,053
+257
+3% +$24.5K 0.6% 61
2021
Q4 		$905K Buy
8,796
+1,363
+18% +$141K 0.6% 61
2021
Q3 		$761K Buy
7,433
+544
+8% +$57.1K 0.56% 65
2021
Q2 		$710K Buy
6,889
+634
+10% +$63.4K 0.52% 70
2021
Q1 		$614K Buy
6,255
+4,034
+182% +$414K 0.49% 74
2020
Q4 		$244K Buy
+2,221
New +$247K 0.21% 115

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Marin's BLV Position: Q1 2026 in Review

Bank of Marin reduced its Vanguard Long-Term Bond ETF (BLV) stake by 7.2% in Q1 2026, selling an estimated $65.9K and leaving 12,178 shares worth $838K. The position accounts for 0.61% of the portfolio, ranked #49.

Bank of Marin first reported a position in BLV in Q4 2020 and has held it in 21 quarters since. The position peaked at $938K in Q3 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Bank of Marin held 12,178 shares of Vanguard Long-Term Bond ETF worth $838K as of Q1 2026.
  • Bank of Marin sold 944 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $65.9K.
  • Vanguard Long-Term Bond ETF made up 0.61% of Bank of Marin's portfolio in Q1 2026, its #49 holding.
  • Bank of Marin first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Bank of Marin's Vanguard Long-Term Bond ETF position peaked at $938K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.