NSIM
BLV icon

North Star Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

North Star Investment 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 		$829K Buy
12,033
+77
+0.6% +$5.28K 0.05% 328
2026
Q1 		$822K Buy
11,956
+3,985
+50% +$278K 0.05% 312
2025
Q4 		$554K Buy
7,971
+90
+1% +$6.37K 0.03% 320
2025
Q3 		$558K Sell
7,881
-489
-6% -$33.9K 0.04% 315
2025
Q2 		$582K Buy
8,370
+74
+0.9% +$5.05K 0.04% 294
2025
Q1 		$584K Buy
8,296
+46
+0.6% +$3.19K 0.04% 297
2024
Q4 		$565K Buy
8,250
+92
+1% +$6.57K 0.04% 309
2024
Q3 		$613K Buy
8,158
+1,002
+14% +$73.6K 0.04% 296
2024
Q2 		$503K Buy
7,156
+69
+1% +$4.83K 0.04% 323
2024
Q1 		$513K Buy
7,087
+1,570
+28% +$113K 0.04% 325
2023
Q4 		$411K Buy
+5,517
New +$378K 0.03% 347
2022
Q4 		– Sell
-257
Closed -$18K – 1316
2022
Q3 		$18K Buy
+257
New +$20.3K ﹤0.01% 715

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Exchange Traded Concepts
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

North Star Investment Management's BLV Position: Q2 2026 in Review

North Star Investment Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.64% in Q2 2026, buying an estimated $5.28K and bringing the position to 12,033 shares worth $829K. The position accounts for 0.05% of the portfolio, ranked #328.

North Star Investment Management first reported a position in BLV in Q3 2022 and has held it in 12 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • North Star Investment Management held 12,033 shares of Vanguard Long-Term Bond ETF worth $829K as of Q2 2026.
  • North Star Investment Management bought 77 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $5.28K.
  • Vanguard Long-Term Bond ETF made up 0.05% of North Star Investment Management's portfolio in Q2 2026, its #328 holding.
  • North Star Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and has held it in 12 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.