Galvin Gaustad & Stein’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Galvin Gaustad & Stein’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	$1.17M	Buy	16,981 +2	+0%	+$137	0.09%	124
2026 Q1	$1.17M	Sell	16,979 -3,951	-19%	-$276K	0.09%	119
2025 Q4	$1.46M	Sell	20,930 -794	-4%	-$56.2K	0.11%	101
2025 Q3	$1.54M	Buy	21,724 +735	+4%	+$51K	0.13%	88
2025 Q2	$1.46M	Buy	20,989 +2,160	+11%	+$147K	0.13%	89
2025 Q1	$1.33M	Sell	18,829 -10,615	-36%	-$737K	0.12%	87
2024 Q4	$2.01M	Sell	29,444 -478	-2%	-$34.1K	0.18%	74
2024 Q3	$2.25M	Buy	29,922 +2,044	+7%	+$150K	0.2%	68
2024 Q2	$1.96M	Buy	27,878 +2,060	+8%	+$144K	0.18%	68
2024 Q1	$1.87M	Buy	25,818 +8,656	+50%	+$625K	0.17%	71
2023 Q4	$1.28M	Sell	17,162 -1,128	-6%	-$77.3K	0.12%	82
2023 Q3	$1.23M	Buy	18,290 +3,370	+23%	+$240K	0.12%	82
2023 Q2	$1.12M	Buy	14,920 +4,245	+40%	+$319K	0.11%	85
2023 Q1	$818K	Buy	+10,675	New	+$807K	0.08%	94

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

Galvin Gaustad & Stein's BLV Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.01% in Q2 2026, buying an estimated $137 and bringing the position to 16,981 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #124.

Galvin Gaustad & Stein first reported a position in BLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.25M in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Galvin Gaustad & Stein held 16,981 shares of Vanguard Long-Term Bond ETF worth $1.17M as of Q2 2026.
Galvin Gaustad & Stein bought 2 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $137.
Vanguard Long-Term Bond ETF made up 0.09% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #124 holding.
Galvin Gaustad & Stein first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
Galvin Gaustad & Stein's Vanguard Long-Term Bond ETF position peaked at $2.25M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.