Leeward Financial Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Leeward Financial Partners’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	$5.72M	Buy	82,969 +1,847	+2%	+$127K	1.5%	20
2026 Q1	$5.58M	Buy	81,122 +122	+0.2%	+$8.52K	1.66%	19
2025 Q4	$5.63M	Sell	81,000 -1,458	-2%	-$103K	1.58%	21
2025 Q3	$5.84M	Buy	82,458 +9,885	+14%	+$686K	1.66%	20
2025 Q2	$5.05M	Sell	72,573 -7,319	-9%	-$499K	1.6%	22
2025 Q1	$5.63M	Buy	79,892 +8,219	+11%	+$570K	2.1%	13
2024 Q4	$4.9M	Buy	71,673 +6,917	+11%	+$494K	1.75%	18
2024 Q3	$4.87M	Buy	64,756 +990	+2%	+$72.8K	1.84%	17
2024 Q2	$4.48M	Buy	63,766 +1,285	+2%	+$90K	1.82%	18
2024 Q1	$4.52M	Buy	62,481 +4,852	+8%	+$350K	1.91%	18
2023 Q4	$4.3M	Buy	57,629 +5,810	+11%	+$398K	2.08%	14
2023 Q3	$3.47M	Buy	51,819 +18,547	+56%	+$1.32M	1.92%	14
2023 Q2	$2.49M	Buy	+33,272	New	+$2.5M	1.43%	26

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

Leeward Financial Partners's BLV Position: Q2 2026 in Review

Leeward Financial Partners increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.3% in Q2 2026, buying an estimated $127K and bringing the position to 82,969 shares worth $5.72M. The position accounts for 1.5% of the portfolio, ranked #20.

Leeward Financial Partners first reported a position in BLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.84M in Q3 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Leeward Financial Partners held 82,969 shares of Vanguard Long-Term Bond ETF worth $5.72M as of Q2 2026.
Leeward Financial Partners bought 1,847 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $127K.
Vanguard Long-Term Bond ETF made up 1.5% of Leeward Financial Partners's portfolio in Q2 2026, its #20 holding.
Leeward Financial Partners first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Leeward Financial Partners's Vanguard Long-Term Bond ETF position peaked at $5.84M in Q3 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.