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

Redwood 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	$238K	Sell	3,463 -299	-8%	-$20.9K	0.03%	259
2025 Q4	$262K	Sell	3,762 -433	-10%	-$30.6K	0.03%	287
2025 Q3	$297K	Sell	4,195 -524	-11%	-$36.4K	0.03%	262
2025 Q2	$328K	Buy	4,719 +291	+7%	+$19.8K	0.03%	258
2025 Q1	$312K	Sell	4,428 -467	-10%	-$32.4K	0.03%	259
2024 Q4	$335K	Sell	4,895 -143	-3%	-$10.2K	0.03%	286
2024 Q3	$379K	Buy	5,038 +47	+0.9%	+$3.45K	0.03%	292
2024 Q2	$351K	Sell	4,991 -640	-11%	-$44.8K	0.03%	302
2024 Q1	$407K	Sell	5,631 -516	-8%	-$37.2K	0.04%	289
2023 Q4	$458K	Buy	6,147 +621	+11%	+$42.6K	0.04%	288
2023 Q3	$371K	Buy	+5,526	New	+$394K	0.03%	289

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

Redwood Investment Management's BLV Position: Q1 2026 in Review

Redwood Investment Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 7.9% in Q1 2026, selling an estimated $20.9K and leaving 3,463 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #259.

Redwood Investment Management first reported a position in BLV in Q3 2023 and has held it in 11 quarters since. The position peaked at $458K in Q4 2023. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Redwood Investment Management held 3,463 shares of Vanguard Long-Term Bond ETF worth $238K as of Q1 2026.
Redwood Investment Management sold 299 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $20.9K.
Vanguard Long-Term Bond ETF made up 0.03% of Redwood Investment Management's portfolio in Q1 2026, its #259 holding.
Redwood Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
Redwood Investment Management's Vanguard Long-Term Bond ETF position peaked at $458K in Q4 2023.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.