RF
BLV icon

Rossby Financial’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Rossby Financial’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 		$164K Buy
2,379
+1,381
+138% +$94.7K 0.03% 435
2026
Q1 		$68.4K Sell
998
-4
-0.4% -$279 0.01% 653
2025
Q4 		$69.7K Sell
1,002
-108
-10% -$7.64K 0.02% 482
2025
Q3 		$78.6K Buy
1,110
+11
+1% +$763 0.03% 442
2025
Q2 		$76.4K Buy
1,099
+243
+28% +$16.6K 0.03% 415
2025
Q1 		$59.2K Sell
856
-3,131
-79% -$217K 0.03% 446
2024
Q4 		$273K Buy
+3,987
New +$285K 0.17% 142

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rossby Financial's BLV Position: Q2 2026 in Review

Rossby Financial increased its Vanguard Long-Term Bond ETF (BLV) stake by 138% in Q2 2026, buying an estimated $94.7K and bringing the position to 2,379 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #435.

Rossby Financial first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $273K in Q4 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Rossby Financial held 2,379 shares of Vanguard Long-Term Bond ETF worth $164K as of Q2 2026.
  • Rossby Financial bought 1,381 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $94.7K.
  • Vanguard Long-Term Bond ETF made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #435 holding.
  • Rossby Financial first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Vanguard Long-Term Bond ETF position peaked at $273K in Q4 2024.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.