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

Clearstead Trust’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 Q1	–	Sell	-535	Closed	-$37.2K	–	989
2025 Q4	$37.2K	Hold	535	–	–	0.01%	367
2025 Q3	$37.9K	Hold	535	–	–	0.01%	347
2025 Q2	$37.2K	Hold	535	–	–	0.01%	343
2025 Q1	$37.7K	Buy	+535	New	+$37.1K	0.01%	296

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearstead Trust's BLV Position: Q1 2026 in Review

Clearstead Trust sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 535 shares — an estimated $37.2K sold.

Clearstead Trust first reported a position in BLV in Q1 2025 and held it in 4 quarters. The position peaked at $37.9K in Q3 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Clearstead Trust reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Clearstead Trust sold 535 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $37.2K.
Clearstead Trust first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and held it in 4 quarters.
Clearstead Trust's Vanguard Long-Term Bond ETF position peaked at $37.9K in Q3 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.