Peapack-Gladstone Financial Corp’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Peapack-Gladstone Financial Corp’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	$11.5M	Sell	166,412 -12,292	-7%	-$843K	0.13%	164
2026 Q1	$12.3M	Buy	178,704 +32,280	+22%	+$2.25M	0.16%	144
2025 Q4	$10.2M	Buy	146,424 +20,988	+17%	+$1.49M	0.13%	159
2025 Q3	$8.89M	Buy	125,436 +21,636	+21%	+$1.5M	0.12%	168
2025 Q2	$7.22M	Sell	103,800 -42,294	-29%	-$2.88M	0.1%	180
2025 Q1	$10.3M	Buy	146,094 +123,017	+533%	+$8.54M	0.15%	143
2024 Q4	$1.58M	Buy	23,077 +19,919	+631%	+$1.42M	0.02%	348
2024 Q3	$237K	Buy	+3,158	New	+$232K	﹤0.01%	628

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

Peapack-Gladstone Financial Corp's BLV Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its Vanguard Long-Term Bond ETF (BLV) stake by 6.9% in Q2 2026, selling an estimated $843K and leaving 166,412 shares worth $11.5M. The position accounts for 0.13% of the portfolio, ranked #164.

Peapack-Gladstone Financial Corp first reported a position in BLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.3M in Q1 2026. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Peapack-Gladstone Financial Corp held 166,412 shares of Vanguard Long-Term Bond ETF worth $11.5M as of Q2 2026.
Peapack-Gladstone Financial Corp sold 12,292 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $843K.
Vanguard Long-Term Bond ETF made up 0.13% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #164 holding.
Peapack-Gladstone Financial Corp first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Peapack-Gladstone Financial Corp's Vanguard Long-Term Bond ETF position peaked at $12.3M in Q1 2026.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.