SW
BLV icon

SlateStone Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

SlateStone Wealth’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 		$427K Hold
6,191
– – 0.03% 232
2026
Q1 		$426K Sell
6,191
-750
-11% -$52.4K 0.04% 227
2025
Q4 		$483K Buy
6,941
+1,036
+18% +$73.3K 0.04% 218
2025
Q3 		$418K Sell
5,905
-3,975
-40% -$276K 0.04% 224
2025
Q2 		$687K Sell
9,880
-1,810
-15% -$123K 0.06% 180
2025
Q1 		$823K Hold
11,690
– – 0.08% 165
2024
Q4 		$800K Buy
+11,690
New +$834K 0.08% 170

Other funds holding BLV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Envestnet Portfolio Solutions
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
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

SlateStone Wealth's BLV Position: Q2 2026 in Review

SlateStone Wealth held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 6,191 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #232.

SlateStone Wealth first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $823K in Q1 2025. 101 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • SlateStone Wealth held 6,191 shares of Vanguard Long-Term Bond ETF worth $427K as of Q2 2026.
  • SlateStone Wealth left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Bond ETF made up 0.03% of SlateStone Wealth's portfolio in Q2 2026, its #232 holding.
  • SlateStone Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • SlateStone Wealth's Vanguard Long-Term Bond ETF position peaked at $823K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.