Silver Oak Securities’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Silver Oak Securities’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	$378K	Sell	5,487 -8,692	-61%	-$596K	0.02%	554
2026 Q1	$975K	Buy	+14,179	New	+$990K	0.07%	267
2025 Q4	–	Sell	-618	Closed	-$43.8K	–	811
2025 Q3	$43.8K	Buy	+618	New	+$42.9K	﹤0.01%	738
2025 Q2	–	Sell	-4,327	Closed	-$303K	–	701
2025 Q1	$303K	Sell	4,327 -10,955	-72%	-$760K	0.03%	503
2024 Q4	$1.05M	Sell	15,282 -1,365	-8%	-$97.4K	0.1%	221
2024 Q3	$1.26M	Buy	+16,647	New	+$1.22M	0.13%	165
2024 Q2	–	Sell	-10,789	Closed	-$780K	–	492
2024 Q1	$780K	Buy	10,789 +5,193	+93%	+$375K	0.12%	175
2023 Q4	$417K	Buy	+5,596	New	+$383K	0.06%	310
2023 Q3	–	Sell	-11,627	Closed	-$871K	–	448
2023 Q2	$871K	Buy	11,627 +146	+1%	+$11K	0.14%	152
2023 Q1	$881K	Buy	11,481 +4,644	+68%	+$351K	0.14%	128
2022 Q4	$495K	Buy	+6,837	New	+$495K	0.09%	152
2022 Q3	–	Sell	-5,592	Closed	-$462K	–	449
2022 Q2	$462K	Sell	5,592 -8,000	-59%	-$658K	0.1%	132
2022 Q1	$1.18M	Buy	+13,592	New	+$1.3M	0.24%	93

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

Silver Oak Securities's BLV Position: Q2 2026 in Review

Silver Oak Securities reduced its Vanguard Long-Term Bond ETF (BLV) stake by 61% in Q2 2026, selling an estimated $596K and leaving 5,487 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #554.

Silver Oak Securities first reported a position in BLV in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.26M in Q3 2024. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Silver Oak Securities held 5,487 shares of Vanguard Long-Term Bond ETF worth $378K as of Q2 2026.
Silver Oak Securities sold 8,692 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $596K.
Vanguard Long-Term Bond ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #554 holding.
Silver Oak Securities first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and has held it in 13 quarters since.
Silver Oak Securities's Vanguard Long-Term Bond ETF position peaked at $1.26M in Q3 2024.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.