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

Greystone 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
2026
Q2 		– Sell
-254,550
Closed -$17.5M – 78
2026
Q1 		$17.5M Sell
254,550
-167,887
-40% -$11.7M 4.96% 4
2025
Q4 		$29.4M Buy
422,437
+3,818
+0.9% +$270K 4.58% 3
2025
Q3 		$29.7M Sell
418,619
-80,992
-16% -$5.62M 4.6% 3
2025
Q2 		$34.7M Buy
499,611
+216,561
+77% +$14.8M 5.72% 2
2025
Q1 		$19.9M Sell
283,050
-131,461
-32% -$9.12M 3.62% 4
2024
Q4 		$28.4M Sell
414,511
-75,988
-15% -$5.42M 4.93% 3
2024
Q3 		$36.9M Buy
490,499
+10,082
+2% +$741K 6.59% 1
2024
Q2 		$33.8M Sell
480,417
-69,428
-13% -$4.86M 6.6% 1
2024
Q1 		$39.8M Buy
549,845
+281,743
+105% +$20.3M 7.94% 1
2023
Q4 		$20M Buy
+268,102
New +$18.4M 4.63% 2
2023
Q3 		– Sell
-285,080
Closed -$21.4M – 110
2023
Q2 		$21.4M Buy
285,080
+78,861
+38% +$5.92M 4.95% 2
2023
Q1 		$15.8M Buy
+206,219
New +$15.6M 3.99% 4

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

Greystone Financial Group's BLV Position: Q2 2026 in Review

Greystone Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 254,550 shares — an estimated $17.5M sold.

Greystone Financial Group first reported a position in BLV in Q1 2023 and held it in 12 quarters. The position peaked at $39.8M in Q1 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Greystone Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Greystone Financial Group sold 254,550 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $17.5M.
  • Greystone Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and held it in 12 quarters.
  • Greystone Financial Group's Vanguard Long-Term Bond ETF position peaked at $39.8M in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.