Coppell Advisory Solutions’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Coppell Advisory Solutions’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	-10,631	Closed	-$743K	–	50
2025 Q4	$743K	Hold	10,631	–	–	0.07%	202
2025 Q3	$755K	Buy	10,631 +49	+0.5%	+$3.4K	0.08%	196
2025 Q2	$729K	Hold	10,582	–	–	0.09%	187
2025 Q1	$739K	Buy	10,582 +9,200	+666%	+$639K	0.1%	172
2024 Q4	$95K	Hold	1,382	–	–	0.01%	427
2024 Q3	$104K	Sell	1,382 -15	-1%	-$1.1K	0.02%	391
2024 Q2	$98.2K	Buy	+1,397	New	+$97.8K	0.02%	366
2023 Q4	$102K	Buy	+1,362	New	+$93.3K	0.02%	364
2023 Q3	–	Sell	-7,702	Closed	-$571K	–	1241
2023 Q2	$571K	Buy	+7,702	New	+$578K	0.16%	116

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coppell Advisory Solutions's BLV Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 10,631 shares — an estimated $743K sold.

Coppell Advisory Solutions first reported a position in BLV in Q2 2023 and held it in 9 quarters. The position peaked at $755K in Q3 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Coppell Advisory Solutions reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 10,631 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $743K.
Coppell Advisory Solutions first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 9 quarters.
Coppell Advisory Solutions's Vanguard Long-Term Bond ETF position peaked at $755K in Q3 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.