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 Q2	$15.3M	Buy	222,112 +21,309	+11%	+$1.46M	4.47%	5
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 $424B AUM 22.96% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Idaho Trust Bank's BLV Position: Q2 2026 in Review

Idaho Trust Bank increased its Vanguard Long-Term Bond ETF (BLV) stake by 11% in Q2 2026, buying an estimated $1.46M and bringing the position to 222,112 shares worth $15.3M. The position accounts for 4.47% of the portfolio, ranked #5.

Idaho Trust Bank first reported a position in BLV in Q4 2023 and has held it in 10 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Idaho Trust Bank held 222,112 shares of Vanguard Long-Term Bond ETF worth $15.3M as of Q2 2026.
Idaho Trust Bank bought 21,309 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.46M.
Vanguard Long-Term Bond ETF made up 4.47% of Idaho Trust Bank's portfolio in Q2 2026, its #5 holding.
Idaho Trust Bank first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.