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

HighTower Advisors’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 Q1	$2.05M	Buy	29,740 +539	+2%	+$37.6K	﹤0.01%	1701
2025 Q4	$2.03M	Buy	29,201 +14,661	+101%	+$1.04M	﹤0.01%	1658
2025 Q3	$1.03M	Sell	14,540 -3,427	-19%	-$238K	﹤0.01%	2071
2025 Q2	$1.25M	Buy	17,967 +2,533	+16%	+$173K	﹤0.01%	1858
2025 Q1	$1.09M	Sell	15,434 -771	-5%	-$53.5K	﹤0.01%	1907
2024 Q4	$1.11M	Sell	16,205 -1,742	-10%	-$124K	﹤0.01%	1890
2024 Q3	$1.36M	Buy	17,947 +4,499	+33%	+$331K	﹤0.01%	1738
2024 Q2	$944K	Buy	13,448 +410	+3%	+$28.7K	﹤0.01%	1888
2024 Q1	$945K	Buy	13,038 +3,853	+42%	+$278K	﹤0.01%	1839
2023 Q4	$686K	Buy	9,185 +2,307	+34%	+$158K	﹤0.01%	2083
2023 Q3	$457K	Buy	6,878 +31	+0.5%	+$2.21K	﹤0.01%	2290
2023 Q2	$511K	Sell	6,847 -247	-3%	-$18.5K	﹤0.01%	2185
2023 Q1	$545K	Sell	7,094 -250	-3%	-$18.9K	﹤0.01%	2056
2022 Q4	$527K	Sell	7,344 -3,982	-35%	-$288K	﹤0.01%	2097
2022 Q3	$810K	Sell	11,326 -776	-6%	-$61.4K	﹤0.01%	1736
2022 Q2	$968K	Sell	12,102 -2,499	-17%	-$206K	﹤0.01%	1656
2022 Q1	$1.34M	Buy	14,601 +2,623	+22%	+$250K	﹤0.01%	1591
2021 Q4	$1.23M	Sell	11,978 -57,179	-83%	-$5.91M	﹤0.01%	1654
2021 Q3	$7.07M	Sell	69,157 -437	-0.6%	-$45.9K	0.02%	679
2021 Q2	$7.17M	Buy	69,594 +53,163	+324%	+$5.31M	0.02%	655
2021 Q1	$1.61M	Buy	+16,431	New	+$1.69M	0.01%	1256
2020 Q4	–	Sell	-11,331	Closed	-$1.26M	–	2617
2020 Q3	$1.26M	Buy	11,331 +3,585	+46%	+$408K	0.01%	1098
2020 Q2	$860K	Sell	7,746 -687	-8%	-$75.1K	﹤0.01%	1196
2020 Q1	$902K	Sell	8,433 -645	-7%	-$67.4K	0.01%	1059
2019 Q4	$916K	Buy	9,078 +2,141	+31%	+$217K	0.01%	1182
2019 Q3	$707K	Sell	6,937 -83	-1%	-$8.34K	﹤0.01%	1348
2019 Q2	$683K	Buy	7,020 +830	+13%	+$77.1K	﹤0.01%	1370
2019 Q1	$568K	Sell	6,190 -888	-13%	-$78.7K	﹤0.01%	1391
2018 Q4	$617K	Sell	7,078 -3,185	-31%	-$272K	﹤0.01%	1253
2018 Q3	$898K	Buy	10,263 +7,738	+306%	+$685K	0.01%	1178
2018 Q2	$226K	Sell	2,525 -3,794	-60%	-$336K	﹤0.01%	1839
2018 Q1	$576K	Buy	6,319 +2,457	+64%	+$224K	﹤0.01%	1343
2017 Q4	$366K	Buy	+3,862	New	+$363K	﹤0.01%	1599
2017 Q3	–	Sell	-27,764	Closed	-$2.58M	–	2240
2017 Q2	$2.58M	Buy	27,764 +2,944	+12%	+$271K	0.02%	702
2017 Q1	$2.24M	Buy	24,820 +4,869	+24%	+$436K	0.02%	720
2016 Q4	$1.78M	Buy	+19,951	New	+$1.83M	0.02%	747

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors's BLV Position: Q1 2026 in Review

HighTower Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.8% in Q1 2026, buying an estimated $37.6K and bringing the position to 29,740 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

HighTower Advisors first reported a position in BLV in Q4 2016 and has held it in 36 quarters since. The position peaked at $7.17M in Q2 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

HighTower Advisors held 29,740 shares of Vanguard Long-Term Bond ETF worth $2.05M as of Q1 2026.
HighTower Advisors bought 539 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $37.6K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1701 holding.
HighTower Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2016 and has held it in 36 quarters since.
HighTower Advisors's Vanguard Long-Term Bond ETF position peaked at $7.17M in Q2 2021.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.