Idaho Trust Bank’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Idaho Trust Bank’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	$13.8M	Buy	200,803 +26,806	+15%	+$1.87M	4.49%	4
2025 Q4	$12.1M	Buy	173,997 +63,316	+57%	+$4.48M	4.01%	7
2025 Q3	$7.84M	Buy	110,681 +16,408	+17%	+$1.14M	2.64%	11
2025 Q2	$6.56M	Buy	94,273 +1,788	+2%	+$122K	2.34%	12
2025 Q1	$6.51M	Buy	92,485 +5,809	+7%	+$403K	2.66%	9
2024 Q4	$5.93M	Buy	86,676 +36,156	+72%	+$2.58M	2.99%	9
2024 Q3	$3.8M	Buy	50,520 +4,228	+9%	+$311K	1.83%	22
2024 Q2	$3.25M	Buy	+46,292	New	+$3.24M	1.66%	23
2024 Q1	–	Sell	-37,781	Closed	-$2.82M	–	95
2023 Q4	$2.82M	Buy	+37,781	New	+$2.59M	1.63%	23

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

Idaho Trust Bank's BLV Position: Q1 2026 in Review

Idaho Trust Bank increased its Vanguard Long-Term Bond ETF (BLV) stake by 15% in Q1 2026, buying an estimated $1.87M and bringing the position to 200,803 shares worth $13.8M. The position accounts for 4.49% of the portfolio, ranked #4.

Idaho Trust Bank first reported a position in BLV in Q4 2023 and has held it in 9 quarters since. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Idaho Trust Bank held 200,803 shares of Vanguard Long-Term Bond ETF worth $13.8M as of Q1 2026.
Idaho Trust Bank bought 26,806 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.87M.
Vanguard Long-Term Bond ETF made up 4.49% of Idaho Trust Bank's portfolio in Q1 2026, its #4 holding.
Idaho Trust Bank first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.