NorthRock Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

NorthRock Partners’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
2025 Q1	–	Sell	-13	Closed	-$890	–	856
2024 Q4	$890	Buy	+13	New	+$928	﹤0.01%	762
2020 Q3	–	Sell	-2,884	Closed	-$322K	–	224
2020 Q2	$322K	Sell	2,884 -5,693	-66%	-$622K	0.04%	150
2020 Q1	$915K	Sell	8,577 -18,959	-69%	-$1.98M	0.13%	82
2019 Q4	$2.76M	Sell	27,536 -65,398	-70%	-$6.62M	0.29%	58
2019 Q3	$9.54M	Buy	+92,934	New	+$9.34M	1.3%	24

Other funds holding BLV

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LNC

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners's BLV Position: Q1 2025 in Review

NorthRock Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 13 shares — an estimated $890 sold.

NorthRock Partners first reported a position in BLV in Q3 2019 and held it in 5 quarters. The position peaked at $9.54M in Q3 2019. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

NorthRock Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
NorthRock Partners sold 13 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $890.
NorthRock Partners first reported a position in Vanguard Long-Term Bond ETF in Q3 2019 and held it in 5 quarters.
NorthRock Partners's Vanguard Long-Term Bond ETF position peaked at $9.54M in Q3 2019.
370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on NorthRock Partners's 13F filing for Q1 2025, filed 8 May 2025.