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Kingsbury Capital Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Kingsbury Capital Investment Advisors’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 		$590K Sell
8,566
-421
-5% -$28.9K 0.5% 52
2026
Q1 		$618K Buy
+8,987
New +$627K 0.58% 47

Other funds holding BLV

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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
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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

Kingsbury Capital Investment Advisors's BLV Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 4.7% in Q2 2026, selling an estimated $28.9K and leaving 8,566 shares worth $590K. The position accounts for 0.5% of the portfolio, ranked #52.

Kingsbury Capital Investment Advisors first reported a position in BLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $618K in Q1 2026. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Kingsbury Capital Investment Advisors held 8,566 shares of Vanguard Long-Term Bond ETF worth $590K as of Q2 2026.
  • Kingsbury Capital Investment Advisors sold 421 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $28.9K.
  • Vanguard Long-Term Bond ETF made up 0.5% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Kingsbury Capital Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $618K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.