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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

North Star Investment Management's BLV Position: Q1 2026 in Review

North Star Investment Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 50% in Q1 2026, buying an estimated $278K and bringing the position to 11,956 shares worth $822K. The position accounts for 0.05% of the portfolio, ranked #312.

North Star Investment Management first reported a position in BLV in Q3 2022 and has held it in 11 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

North Star Investment Management held 11,956 shares of Vanguard Long-Term Bond ETF worth $822K as of Q1 2026.
North Star Investment Management bought 3,985 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $278K.
Vanguard Long-Term Bond ETF made up 0.05% of North Star Investment Management's portfolio in Q1 2026, its #312 holding.
North Star Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and has held it in 11 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.