CC
BLV icon

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

Courier Capital’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
Q3 		– Sell
-16,676
Closed -$1.16M – 391
2025
Q2 		$1.16M Buy
+16,676
New +$1.14M 0.07% 199

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Courier Capital's BLV Position: Q3 2025 in Review

Courier Capital sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 16,676 shares — an estimated $1.16M sold.

Courier Capital first reported a position in BLV in Q2 2025 and held it in 1 quarter. The position peaked at $1.16M in Q2 2025. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

  • Courier Capital reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Courier Capital sold 16,676 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $1.16M.
  • Courier Capital first reported a position in Vanguard Long-Term Bond ETF in Q2 2025 and held it in 1 quarter.
  • Courier Capital's Vanguard Long-Term Bond ETF position peaked at $1.16M in Q2 2025.
  • 379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Courier Capital's 13F filing for Q3 2025, filed 29 Oct 2025.