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

Chicago Partners Investment Group’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	$208K	Sell	3,135 -803	-20%	-$55.1K	﹤0.01%	1410
2026 Q1	$273K	Buy	3,938 +1,031	+35%	+$72K	0.01%	1194
2025 Q4	$204K	Buy	2,907 +31	+1%	+$2.19K	0.01%	1221
2025 Q3	$209K	Buy	+2,876	New	+$200K	0.01%	1142

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

Chicago Partners Investment Group's BLV Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Vanguard Long-Term Bond ETF (BLV) stake by 20% in Q2 2026, selling an estimated $55.1K and leaving 3,135 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Chicago Partners Investment Group first reported a position in BLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $273K in Q1 2026. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Chicago Partners Investment Group held 3,135 shares of Vanguard Long-Term Bond ETF worth $208K as of Q2 2026.
Chicago Partners Investment Group sold 803 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $55.1K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1410 holding.
Chicago Partners Investment Group first reported a position in Vanguard Long-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
Chicago Partners Investment Group's Vanguard Long-Term Bond ETF position peaked at $273K in Q1 2026.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.