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

&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
2026 Q1	$13.2M	Buy	191,207 +23,061	+14%	+$1.61M	0.07%	274
2025 Q4	$11.7M	Buy	168,146 +66,367	+65%	+$4.7M	0.06%	273
2025 Q3	$7.33M	Buy	101,779 +9,097	+10%	+$631K	0.05%	333
2025 Q2	$6.48M	Buy	92,682 +8,135	+10%	+$555K	0.05%	315
2025 Q1	$5.92M	Sell	84,547 -1,290	-2%	-$89.5K	0.06%	266
2024 Q4	$5.85M	Buy	85,837 +17,269	+25%	+$1.23M	0.07%	252
2024 Q3	$5.14M	Buy	68,568 +11,276	+20%	+$829K	0.1%	200
2024 Q2	$4.03M	Buy	57,292 +40,485	+241%	+$2.83M	0.18%	130
2024 Q1	$1.22M	Buy	+16,807	New	+$1.21M	0.17%	128

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 $14.1B AUM 25.71% 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

&Partners's BLV Position: Q1 2026 in Review

&Partners increased its Vanguard Long-Term Bond ETF (BLV) stake by 14% in Q1 2026, buying an estimated $1.61M and bringing the position to 191,207 shares worth $13.2M. The position accounts for 0.07% of the portfolio, ranked #274.

&Partners first reported a position in BLV in Q1 2024 and has held it in 9 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

&Partners held 191,207 shares of Vanguard Long-Term Bond ETF worth $13.2M as of Q1 2026.
&Partners bought 23,061 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.61M.
Vanguard Long-Term Bond ETF made up 0.07% of &Partners's portfolio in Q1 2026, its #274 holding.
&Partners first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.