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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
Q2 		$243K Buy
3,521
+29
+0.8% +$1.99K ﹤0.01% 1704
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
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

MAI Capital Management's BLV Position: Q2 2026 in Review

MAI Capital Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.83% in Q2 2026, buying an estimated $1.99K and bringing the position to 3,521 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

MAI Capital Management first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • MAI Capital Management held 3,521 shares of Vanguard Long-Term Bond ETF worth $243K as of Q2 2026.
  • MAI Capital Management bought 29 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.99K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1704 holding.
  • MAI Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.