Bouvel Investment Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bouvel Investment Partners’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 Q2	–	Sell	-38,625	Closed	-$2.9M	–	79
2025 Q1	$2.9M	Buy	+38,625	New	+$2.68M	1.09%	44
2024 Q4	–	Sell	-38,625	Closed	-$2.9M	–	79
2024 Q3	$2.9M	Buy	38,625 +1,311	+4%	+$96.3K	1.09%	44
2024 Q2	$2.62M	Buy	37,314 +1,404	+4%	+$98.3K	1.01%	43
2024 Q1	$2.6M	Sell	35,910 -1,030	-3%	-$74.3K	1.12%	42
2023 Q4	$2.75M	Buy	36,940 +402	+1%	+$27.5K	1.29%	32
2023 Q3	$2.45M	Buy	36,538 +15,074	+70%	+$1.07M	1.32%	33
2023 Q2	$1.61M	Buy	+21,464	New	+$1.61M	0.88%	48

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

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

KIM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bouvel Investment Partners's BLV Position: Q2 2025 in Review

Bouvel Investment Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 38,625 shares — an estimated $2.9M sold.

Bouvel Investment Partners first reported a position in BLV in Q2 2023 and held it in 7 quarters. The position peaked at $2.9M in Q1 2025. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

Bouvel Investment Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Bouvel Investment Partners sold 38,625 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $2.9M.
Bouvel Investment Partners first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 7 quarters.
Bouvel Investment Partners's Vanguard Long-Term Bond ETF position peaked at $2.9M in Q1 2025.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Bouvel Investment Partners's 13F filing for Q2 2025, filed 11 Jul 2025.