Caldwell Trust’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Caldwell Trust’s Portfolio BLV Stock Details BLV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$129K	Buy
2021 Q4	–	Sell
2021 Q3	$30.7K	Hold
2021 Q2	$30.9K	Hold
2021 Q1	$29.4K	Hold
2020 Q4	$32.9K	Hold
2020 Q3	$33.6K	Hold
2020 Q2	$33.5K	Hold
2020 Q1	$32K	Hold
2019 Q4	$30.1K	Buy