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Greenbush Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Greenbush Financial 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
2025
Q1 		– Sell
-22,758
Closed -$1.56M – 34
2024
Q4 		$1.56M Buy
+22,758
New +$1.62M 0.82% 25

Other funds holding BLV

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greenbush Financial Group's BLV Position: Q1 2025 in Review

Greenbush Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 22,758 shares — an estimated $1.56M sold.

Greenbush Financial Group first reported a position in BLV in Q4 2024 and held it in 1 quarter. The position peaked at $1.56M in Q4 2024. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Greenbush Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Greenbush Financial Group sold 22,758 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $1.56M.
  • Greenbush Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Greenbush Financial Group's Vanguard Long-Term Bond ETF position peaked at $1.56M in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Greenbush Financial Group's 13F filing for Q1 2025, filed 18 Apr 2025.