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 Q2	$753K	Buy	+19,831	New	+$1.36M	0.06%	227
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 $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

Coppell Advisory Solutions's BLV Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2026: 19,831 shares worth $753K. The stake represents 0.06% of the portfolio and ranks #227 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in BLV as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in BLV in Q2 2023 and has held it in 10 quarters since. The position peaked at $755K in Q3 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Coppell Advisory Solutions held 19,831 shares of Vanguard Long-Term Bond ETF worth $753K as of Q2 2026.
Vanguard Long-Term Bond ETF was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Long-Term Bond ETF made up 0.06% of Coppell Advisory Solutions's portfolio in Q2 2026, its #227 holding.
Coppell Advisory Solutions first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 10 quarters since.
Coppell Advisory Solutions's Vanguard Long-Term Bond ETF position peaked at $755K in Q3 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.