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Karpus Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Karpus Investment 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
2026
Q1 		$136M Buy
1,970,328
+5,660
+0.3% +$395K 4.23% 3
2025
Q4 		$137M Buy
1,964,668
+339,235
+21% +$24M 4.19% 2
2025
Q3 		$115M Buy
1,625,433
+694,179
+75% +$48.2M 3.65% 2
2025
Q2 		$64.8M Buy
931,254
+819,674
+735% +$55.9M 2.09% 10
2025
Q1 		$7.86M Sell
111,580
-24,294
-18% -$1.69M 0.25% 99
2024
Q4 		$9.3M Buy
135,874
+110,546
+436% +$7.89M 0.28% 88
2024
Q3 		$1.9M Buy
25,328
+4,578
+22% +$336K 0.05% 173
2024
Q2 		$1.46M Hold
20,750
– – 0.04% 178
2024
Q1 		$1.5M Hold
20,750
– – 0.04% 180
2023
Q4 		$1.55M Buy
20,750
+7,720
+59% +$529K 0.05% 179
2023
Q3 		$874K Sell
13,030
-90
-0.7% -$6.41K 0.03% 215
2023
Q2 		$983K Sell
13,120
-250
-2% -$18.8K 0.03% 237
2023
Q1 		$1.02M Sell
13,370
-2,965
-18% -$224K 0.03% 262
2022
Q4 		$1.18M Sell
16,335
-1,811,461
-99% -$131M 0.04% 275
2022
Q3 		$132M Buy
1,827,796
+368,820
+25% +$29.2M 4.61% 3
2022
Q2 		$116M Sell
1,458,976
-162,200
-10% -$13.3M 3.91% 3
2022
Q1 		$149M Buy
1,621,176
+10,431
+0.6% +$995K 4.52% 3
2021
Q4 		$166M Sell
1,610,745
-93,303
-5% -$9.64M 4.76% 3
2021
Q3 		$174M Buy
1,704,048
+218,373
+15% +$22.9M 5.19% 1
2021
Q2 		$153M Buy
1,485,675
+166,587
+13% +$16.7M 4.54% 3
2021
Q1 		$129M Buy
1,319,088
+617,775
+88% +$63.4M 3.91% 2
2020
Q4 		$76.9M Buy
701,313
+593,523
+551% +$66.1M 2.42% 9
2020
Q3 		$12.1M Buy
107,790
+100,700
+1,420% +$11.5M 0.44% 59
2020
Q2 		$792K Hold
7,090
– – 0.03% 163
2020
Q1 		$757K Sell
7,090
-729,251
-99% -$76.2M 0.03% 171
2019
Q4 		$73.9M Buy
736,341
+351,630
+91% +$35.6M 2.47% 10
2019
Q3 		$39.5M Buy
384,711
+327,396
+571% +$32.9M 1.51% 15
2019
Q2 		$5.56M Buy
57,315
+14,225
+33% +$1.32M 0.2% 93
2019
Q1 		$3.9M Buy
43,090
+38,105
+764% +$3.38M 0.14% 108
2018
Q4 		$436K Sell
4,985
-14,216
-74% -$1.21M 0.02% 172
2018
Q3 		$1.68M Buy
19,201
+5,055
+36% +$447K 0.07% 117
2018
Q2 		$1.27M Sell
14,146
-255,089
-95% -$22.6M 0.06% 113
2018
Q1 		$24.5M Buy
269,235
+14,365
+6% +$1.31M 1.1% 27
2017
Q4 		$24.2M Buy
254,870
+163,545
+179% +$15.4M 1.12% 25
2017
Q3 		$8.56M Buy
91,325
+1,500
+2% +$140K 0.43% 54
2017
Q2 		$8.37M Sell
89,825
-5,475
-6% -$503K 0.42% 61
2017
Q1 		$8.58M Sell
95,300
-2,270
-2% -$203K 0.44% 64
2016
Q4 		$8.7M Buy
97,570
+2,905
+3% +$267K 0.5% 67
2016
Q3 		$9.33M Buy
94,665
+89,445
+1,714% +$8.85M 0.49% 65
2016
Q2 		$512K Buy
5,220
+20
+0.4% +$1.89K 0.03% 142
2016
Q1 		$484K Buy
+5,200
New +$467K 0.02% 159

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
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 $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Karpus Investment Management's BLV Position: Q1 2026 in Review

Karpus Investment Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.29% in Q1 2026, buying an estimated $395K and bringing the position to 1,970,328 shares worth $136M. The position accounts for 4.23% of the portfolio, ranked #3.

Karpus Investment Management first reported a position in BLV in Q1 2016 and has held it in 41 quarters since. The position peaked at $174M in Q3 2021. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Karpus Investment Management held 1,970,328 shares of Vanguard Long-Term Bond ETF worth $136M as of Q1 2026.
  • Karpus Investment Management bought 5,660 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $395K.
  • Vanguard Long-Term Bond ETF made up 4.23% of Karpus Investment Management's portfolio in Q1 2026, its #3 holding.
  • Karpus Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Karpus Investment Management's Vanguard Long-Term Bond ETF position peaked at $174M in Q3 2021.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.