Moors & Cabot’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Moors & Cabot’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	$353K	Buy	5,119 +2,172	+74%	+$149K	0.01%	683
2026 Q1	$203K	Sell	2,947 -1,161	-28%	-$81.1K	0.01%	859
2025 Q4	$286K	Sell	4,108 -433	-10%	-$30.6K	0.01%	711
2025 Q3	$322K	Buy	4,541 +627	+16%	+$43.5K	0.01%	651
2025 Q2	$272K	Buy	+3,914	New	+$267K	0.01%	686
2017 Q2	–	Sell	-12,480	Closed	-$1.12M	–	518
2017 Q1	$1.12M	Buy	+12,480	New	+$1.12M	0.19%	140

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

Moors & Cabot's BLV Position: Q2 2026 in Review

Moors & Cabot increased its Vanguard Long-Term Bond ETF (BLV) stake by 74% in Q2 2026, buying an estimated $149K and bringing the position to 5,119 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #683.

Moors & Cabot first reported a position in BLV in Q1 2017 and has held it in 6 quarters since. The position peaked at $1.12M in Q1 2017. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Moors & Cabot held 5,119 shares of Vanguard Long-Term Bond ETF worth $353K as of Q2 2026.
Moors & Cabot bought 2,172 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $149K.
Vanguard Long-Term Bond ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #683 holding.
Moors & Cabot first reported a position in Vanguard Long-Term Bond ETF in Q1 2017 and has held it in 6 quarters since.
Moors & Cabot's Vanguard Long-Term Bond ETF position peaked at $1.12M in Q1 2017.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.