Howe & Rusling’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Howe & Rusling’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	$1.65K	Sell	24 -319	-93%	-$22.3K	﹤0.01%	464
2025 Q4	$23.9K	Buy	343 +24	+8%	+$1.7K	﹤0.01%	400
2025 Q3	$22.6K	Sell	319 -108	-25%	-$7.5K	﹤0.01%	389
2025 Q2	$29.7K	Sell	427 -46	-10%	-$3.14K	﹤0.01%	373
2025 Q1	$33.3K	Buy	473 +154	+48%	+$10.7K	﹤0.01%	336
2024 Q4	$21.9K	Hold	319	–	–	﹤0.01%	341
2024 Q3	$24K	Buy	319 +1	+0.3%	+$73	﹤0.01%	328
2024 Q2	$22.4K	Buy	318 +1	+0.3%	+$70	﹤0.01%	306
2024 Q1	$22.9K	Sell	317 -53	-14%	-$3.82K	﹤0.01%	311
2023 Q4	$27.6K	Buy	+370	New	+$25.4K	﹤0.01%	294
2023 Q2	–	Sell	-73	Closed	-$5.59K	–	334
2023 Q1	$5.59K	Buy	+73	New	+$5.52K	﹤0.01%	296
2019 Q3	–	Sell	-75	Closed	-$7K	–	831
2019 Q2	$7K	Buy	+75	New	+$6.96K	﹤0.01%	481
2018 Q4	–	Sell	-1,129	Closed	-$99K	–	825
2018 Q3	$99K	Buy	+1,129	New	+$99.9K	0.02%	200

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Howe & Rusling's BLV Position: Q1 2026 in Review

Howe & Rusling reduced its Vanguard Long-Term Bond ETF (BLV) stake by 93% in Q1 2026, selling an estimated $22.3K and leaving 24 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Howe & Rusling first reported a position in BLV in Q3 2018 and has held it in 13 quarters since. The position peaked at $99K in Q3 2018. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Howe & Rusling held 24 shares of Vanguard Long-Term Bond ETF worth $1.65K as of Q1 2026.
Howe & Rusling sold 319 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $22.3K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #464 holding.
Howe & Rusling first reported a position in Vanguard Long-Term Bond ETF in Q3 2018 and has held it in 13 quarters since.
Howe & Rusling's Vanguard Long-Term Bond ETF position peaked at $99K in Q3 2018.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.