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

Capital 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 		– Sell
-13,006
Closed -$895K – 50
2026
Q1 		$895K Buy
13,006
+1,592
+14% +$111K 1.01% 34
2025
Q4 		$794K Buy
+11,414
New +$808K 0.88% 37

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KIM
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ETC
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Bank of New York Mellon
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Capital Asset Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 13,006 shares — an estimated $895K sold.

Capital Asset Management first reported a position in BLV in Q4 2025 and held it in 2 quarters. The position peaked at $895K in Q1 2026. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Capital Asset Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Asset Management sold 13,006 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $895K.
  • Capital Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • Capital Asset Management's Vanguard Long-Term Bond ETF position peaked at $895K in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.