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

Coldstream Capital 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
2025
Q2 		– Sell
-921
Closed -$64.9K – 1411
2025
Q1 		$64.9K Buy
+921
New +$63.9K ﹤0.01% 1567

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Royal Bank of Canada
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KIM
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Coldstream Capital Management's BLV Position: Q2 2025 in Review

Coldstream Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 921 shares — an estimated $64.9K sold.

Coldstream Capital Management first reported a position in BLV in Q1 2025 and held it in 1 quarter. The position peaked at $64.9K in Q1 2025. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

  • Coldstream Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 921 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $64.9K.
  • Coldstream Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Vanguard Long-Term Bond ETF position peaked at $64.9K in Q1 2025.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.