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

Sellwood Investment 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 Q2	$7.47M	Buy	108,373 +31,469	+41%	+$2.16M	2.63%	11
2026 Q1	$5.29M	Buy	76,904 +1,858	+2%	+$130K	2.08%	12
2025 Q4	$5.22M	Buy	75,046 +3,985	+6%	+$282K	2.04%	12
2025 Q3	$5.03M	Buy	71,061 +2,173	+3%	+$151K	2%	13
2025 Q2	$4.79M	Buy	68,888 +4,442	+7%	+$303K	2.29%	11
2025 Q1	$4.54M	Buy	64,446 +414	+0.6%	+$28.7K	2.37%	11
2024 Q4	$4.38M	Buy	+64,032	New	+$4.57M	2.36%	11

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Sellwood Investment Partners's BLV Position: Q2 2026 in Review

Sellwood Investment Partners increased its Vanguard Long-Term Bond ETF (BLV) stake by 41% in Q2 2026, buying an estimated $2.16M and bringing the position to 108,373 shares worth $7.47M. The position accounts for 2.63% of the portfolio, ranked #11.

Sellwood Investment Partners first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Sellwood Investment Partners held 108,373 shares of Vanguard Long-Term Bond ETF worth $7.47M as of Q2 2026.
Sellwood Investment Partners bought 31,469 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $2.16M.
Vanguard Long-Term Bond ETF made up 2.63% of Sellwood Investment Partners's portfolio in Q2 2026, its #11 holding.
Sellwood Investment Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.