MAI Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

MAI Capital 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	$240K	Buy	3,492 +26	+0.8%	+$1.81K	﹤0.01%	1377
2025 Q4	$241K	Buy	3,466 +148	+4%	+$10.5K	﹤0.01%	1243
2025 Q3	$235K	Buy	3,318 +279	+9%	+$19.4K	﹤0.01%	1213
2025 Q2	$211K	Buy	3,039 +55	+2%	+$3.75K	﹤0.01%	1151
2025 Q1	$210K	Buy	2,984 +493	+20%	+$34.2K	﹤0.01%	1102
2024 Q4	$170K	Buy	+2,491	New	+$178K	﹤0.01%	1202

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAI Capital Management's BLV Position: Q1 2026 in Review

MAI Capital Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.75% in Q1 2026, buying an estimated $1.81K and bringing the position to 3,492 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

MAI Capital Management first reported a position in BLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $241K in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

MAI Capital Management held 3,492 shares of Vanguard Long-Term Bond ETF worth $240K as of Q1 2026.
MAI Capital Management bought 26 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.81K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1377 holding.
MAI Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
MAI Capital Management's Vanguard Long-Term Bond ETF position peaked at $241K in Q4 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.