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 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

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

Matthew Hamilton Rosenberg's BLV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 52 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Matthew Hamilton Rosenberg first reported a position in BLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.89K in Q4 2023. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Matthew Hamilton Rosenberg held 52 shares of Vanguard Long-Term Bond ETF worth $3.58K as of Q2 2026.
Matthew Hamilton Rosenberg left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #713 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Matthew Hamilton Rosenberg's Vanguard Long-Term Bond ETF position peaked at $5.89K in Q4 2023.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.