Matthew Hamilton Rosenberg’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$3.26K	Hold	52	–	–	﹤0.01%	730
2026 Q2	$3.58K	Hold	52	–	–	﹤0.01%	713
2026 Q1	$3.58K	Hold	52	–	–	﹤0.01%	701
2025 Q4	$3.62K	Hold	52	–	–	﹤0.01%	717
2025 Q3	$3.68K	Hold	52	–	–	﹤0.01%	720
2025 Q2	$3.62K	Sell	52 -22	-30%	-$1.5K	﹤0.01%	746
2025 Q1	$5.21K	Hold	74	–	–	﹤0.01%	702
2024 Q4	$5.06K	Hold	74	–	–	﹤0.01%	692
2024 Q3	$5.56K	Hold	74	–	–	﹤0.01%	685
2024 Q2	$5.12K	Hold	74	–	–	﹤0.01%	653
2024 Q1	$5.25K	Sell	74 -5	-6%	-$361	﹤0.01%	693
2023 Q4	$5.89K	Buy	79 +74	+1,480%	+$5.07K	﹤0.01%	681
2023 Q3	$335	Hold	5	–	–	﹤0.01%	838
2023 Q2	$375	Buy	+5	New	+$375	﹤0.01%	858

Other funds holding BLV

PIC

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

Matthew Hamilton Rosenberg's BLV Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Long-Term Bond ETF (BLV) position steady in Q3 2026 at 52 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Matthew Hamilton Rosenberg first reported a position in BLV in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.89K in Q4 2023. 22 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

Matthew Hamilton Rosenberg held 52 shares of Vanguard Long-Term Bond ETF worth $3.26K as of Q3 2026.
Matthew Hamilton Rosenberg left its Vanguard Long-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #730 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 14 quarters since.
Matthew Hamilton Rosenberg's Vanguard Long-Term Bond ETF position peaked at $5.89K in Q4 2023.
22 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.