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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
Q2 		– Sell
-24
Closed -$1.65K – 484
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
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

Howe & Rusling's BLV Position: Q2 2026 in Review

Howe & Rusling sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 24 shares — an estimated $1.65K sold.

Howe & Rusling first reported a position in BLV in Q3 2018 and held it in 13 quarters. The position peaked at $99K in Q3 2018. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Howe & Rusling reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Howe & Rusling sold 24 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.65K.
  • Howe & Rusling first reported a position in Vanguard Long-Term Bond ETF in Q3 2018 and held it in 13 quarters.
  • Howe & Rusling's Vanguard Long-Term Bond ETF position peaked at $99K in Q3 2018.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.