Belpointe Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Belpointe Asset Management’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	$658K	Sell	9,542 -1,660	-15%	-$114K	0.02%	632
2026 Q1	$770K	Sell	11,202 -7,593	-40%	-$530K	0.03%	551
2025 Q4	$1.31M	Sell	18,795 -17	-0.1%	-$1.2K	0.05%	338
2025 Q3	$1.33M	Sell	18,812 -12,955	-41%	-$899K	0.05%	326
2025 Q2	$2.21M	Sell	31,767 -3,260	-9%	-$222K	0.09%	188
2025 Q1	$2.47M	Sell	35,027 -12,409	-26%	-$861K	0.13%	150
2024 Q4	$3.5M	Buy	47,436 +4	+0%	+$286	0.21%	94
2024 Q3	$3.57M	Buy	47,432 +42,292	+823%	+$3.11M	0.21%	88
2024 Q2	$361K	Buy	+5,140	New	+$360K	0.03%	533
2023 Q2	–	Sell	-363	Closed	-$27.8K	–	912
2023 Q1	$27.8K	Sell	363 -4	-1%	-$302	﹤0.01%	2107
2022 Q4	$26.6K	Buy	+367	New	+$26.6K	﹤0.01%	1988
2021 Q3	–	Sell	-1,030	Closed	-$106K	–	1171
2021 Q2	$106K	Buy	+1,030	New	+$103K	0.01%	1105

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

Belpointe Asset Management's BLV Position: Q2 2026 in Review

Belpointe Asset Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 15% in Q2 2026, selling an estimated $114K and leaving 9,542 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #632.

Belpointe Asset Management first reported a position in BLV in Q2 2021 and has held it in 12 quarters since. The position peaked at $3.57M in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Belpointe Asset Management held 9,542 shares of Vanguard Long-Term Bond ETF worth $658K as of Q2 2026.
Belpointe Asset Management sold 1,660 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $114K.
Vanguard Long-Term Bond ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #632 holding.
Belpointe Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2021 and has held it in 12 quarters since.
Belpointe Asset Management's Vanguard Long-Term Bond ETF position peaked at $3.57M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.