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Crestwood Advisors Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Crestwood Advisors Group’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 		$10.6M Buy
153,584
+37,491
+32% +$2.57M 0.16% 106
2026
Q1 		$7.98M Buy
+116,093
New +$8.1M 0.13% 119

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
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Crestwood Advisors Group's BLV Position: Q2 2026 in Review

Crestwood Advisors Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 32% in Q2 2026, buying an estimated $2.57M and bringing the position to 153,584 shares worth $10.6M. The position accounts for 0.16% of the portfolio, ranked #106.

Crestwood Advisors Group first reported a position in BLV in Q1 2026 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Crestwood Advisors Group held 153,584 shares of Vanguard Long-Term Bond ETF worth $10.6M as of Q2 2026.
  • Crestwood Advisors Group bought 37,491 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $2.57M.
  • Vanguard Long-Term Bond ETF made up 0.16% of Crestwood Advisors Group's portfolio in Q2 2026, its #106 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.