IRM
BLV icon

Income Research & Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Income Research & Management’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
2025
Q3 		– Sell
-720,997
Closed -$50.1M – 36
2025
Q2 		$50.1M Buy
+720,997
New +$49.2M 13.4% 1

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Income Research & Management's BLV Position: Q3 2025 in Review

Income Research & Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 720,997 shares — an estimated $50.1M sold.

Income Research & Management first reported a position in BLV in Q2 2025 and held it in 1 quarter. The position peaked at $50.1M in Q2 2025. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

  • Income Research & Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Income Research & Management sold 720,997 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $50.1M.
  • Income Research & Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2025 and held it in 1 quarter.
  • Income Research & Management's Vanguard Long-Term Bond ETF position peaked at $50.1M in Q2 2025.
  • 379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Income Research & Management's 13F filing for Q3 2025, filed 16 Oct 2025.