CIBC Private Wealth Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

CIBC Private Wealth 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
2025 Q4	$3.55K	Buy	+51	New	+$3.61K	﹤0.01%	2695
2025 Q3	–	Sell	-26	Closed	-$1.81K	–	3114
2025 Q2	$1.81K	Sell	26 -401	-94%	-$27.3K	﹤0.01%	2662
2025 Q1	$29K	Hold	427	–	–	﹤0.01%	1844
2024 Q4	$28.8K	Hold	427	–	–	﹤0.01%	1915
2024 Q3	$32.1K	Hold	427	–	–	﹤0.01%	1946
2024 Q2	$30.3K	Buy	427 +3	+0.7%	+$210	﹤0.01%	1871
2024 Q1	$30K	Buy	+424	New	+$30.6K	﹤0.01%	1879

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

KIM

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

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

CIBC Private Wealth Group's BLV Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q4 2025: 51 shares worth $3.55K. The stake represents ﹤0.01% of the portfolio and ranks #2695 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in BLV as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in BLV in Q1 2024 and has held it in 7 quarters since. The position peaked at $32.1K in Q3 2024. 409 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

CIBC Private Wealth Group held 51 shares of Vanguard Long-Term Bond ETF worth $3.55K as of Q4 2025.
Vanguard Long-Term Bond ETF was a new CIBC Private Wealth Group position in Q4 2025.
Vanguard Long-Term Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2695 holding.
CIBC Private Wealth Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 7 quarters since.
CIBC Private Wealth Group's Vanguard Long-Term Bond ETF position peaked at $32.1K in Q3 2024.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.