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

Ryan 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
Q2 		$12.8M Buy
+185,362
New +$12.7M 5.78% 6
2026
Q1 		– Sell
-165,842
Closed -$11.5M – 21
2025
Q4 		$11.5M Buy
165,842
+11,468
+7% +$812K 6.38% 5
2025
Q3 		$10.9M Buy
+154,374
New +$10.7M 6.08% 6

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Ryan Investment Management's BLV Position: Q2 2026 in Review

Ryan Investment Management opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2026: 185,362 shares worth $12.8M. The stake represents 5.78% of the portfolio and ranks #6 among its holdings. This is a return to the name: Ryan Investment Management previously reported a position in BLV as recently as Q4 2025.

Ryan Investment Management first reported a position in BLV in Q3 2025 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Ryan Investment Management held 185,362 shares of Vanguard Long-Term Bond ETF worth $12.8M as of Q2 2026.
  • Vanguard Long-Term Bond ETF was a new Ryan Investment Management position in Q2 2026.
  • Vanguard Long-Term Bond ETF made up 5.78% of Ryan Investment Management's portfolio in Q2 2026, its #6 holding.
  • Ryan Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Ryan Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.