Greenup Street Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Greenup Street Wealth Management’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	$13.5M	Buy	196,029 +38,435	+24%	+$2.64M	1.64%	13
2026 Q1	$10.8M	Buy	157,594 +3,907	+3%	+$273K	1.53%	15
2025 Q4	$10.7M	Buy	153,687 +7,360	+5%	+$521K	1.54%	12
2025 Q3	$10.4M	Buy	146,327 +14,972	+11%	+$1.04M	1.59%	11
2025 Q2	$9.13M	Sell	131,355 -5,274	-4%	-$360K	1.59%	14
2025 Q1	$9.62M	Buy	136,629 +25,134	+23%	+$1.74M	1.91%	13
2024 Q4	$7.63M	Buy	111,495 +43,909	+65%	+$3.13M	1.52%	16
2024 Q3	$5.08M	Buy	67,586 +10,330	+18%	+$759K	1.05%	23
2024 Q2	$4.02M	Sell	57,256 -23,010	-29%	-$1.61M	0.95%	27
2024 Q1	$5.81M	Buy	80,266 +9,335	+13%	+$674K	1.46%	15
2023 Q4	$5.29M	Sell	70,931 -25,949	-27%	-$1.78M	1.47%	14
2023 Q3	$6.5M	Buy	96,880 +22,815	+31%	+$1.63M	2.12%	12
2023 Q2	$5.55M	Buy	74,065 +42,922	+138%	+$3.22M	1.52%	19
2023 Q1	$2.39M	Buy	31,143 +5,471	+21%	+$414K	0.84%	28
2022 Q4	$1.86M	Buy	25,672 +2,045	+9%	+$148K	0.78%	35
2022 Q3	$1.7M	Buy	23,627 +10,639	+82%	+$841K	0.77%	31
2022 Q2	$1.03M	Sell	12,988 -7,002	-35%	-$576K	0.49%	46
2022 Q1	$1.83M	Buy	19,990 +6,145	+44%	+$586K	1.01%	34
2021 Q4	$1.43M	Buy	+13,845	New	+$1.43M	0.84%	36

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

Greenup Street Wealth Management's BLV Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 24% in Q2 2026, buying an estimated $2.64M and bringing the position to 196,029 shares worth $13.5M. The position accounts for 1.64% of the portfolio, ranked #13.

Greenup Street Wealth Management first reported a position in BLV in Q4 2021 and has held it in 19 quarters since. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Greenup Street Wealth Management held 196,029 shares of Vanguard Long-Term Bond ETF worth $13.5M as of Q2 2026.
Greenup Street Wealth Management bought 38,435 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $2.64M.
Vanguard Long-Term Bond ETF made up 1.64% of Greenup Street Wealth Management's portfolio in Q2 2026, its #13 holding.
Greenup Street Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.