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Milestone Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Milestone Asset 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 		– Sell
-12,241
Closed -$851K – 238
2025
Q4 		$851K Buy
+12,241
New +$866K 0.16% 117

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KIM
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ETC
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Milestone Asset Management's BLV Position: Q1 2026 in Review

Milestone Asset Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 12,241 shares — an estimated $851K sold.

Milestone Asset Management first reported a position in BLV in Q4 2025 and held it in 1 quarter. The position peaked at $851K in Q4 2025. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Milestone Asset Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Milestone Asset Management sold 12,241 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $851K.
  • Milestone Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and held it in 1 quarter.
  • Milestone Asset Management's Vanguard Long-Term Bond ETF position peaked at $851K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.