TownSquare Capital’s Vanguard Long-Term Bond ETF BLV Stock Holding History

TownSquare Capital’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
2025 Q2	–	Sell	-8,240	Closed	-$580K	–	709
2025 Q1	$580K	Sell	8,240 -3,443	-29%	-$239K	0.01%	1068
2024 Q4	$799K	Sell	11,683 -3,953	-25%	-$282K	0.01%	848
2024 Q3	$1.18M	Sell	15,636 -2,399	-13%	-$176K	0.01%	683
2024 Q2	$1.27M	Sell	18,035 -2,316	-11%	-$162K	0.02%	624
2024 Q1	$1.47M	Buy	+20,351	New	+$1.47M	0.02%	550
2023 Q3	–	Sell	-2,850	Closed	-$214K	–	1106
2023 Q2	$214K	Buy	+2,850	New	+$214K	﹤0.01%	982

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

TownSquare Capital's BLV Position: Q2 2025 in Review

TownSquare Capital sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 8,240 shares — an estimated $580K sold.

TownSquare Capital first reported a position in BLV in Q2 2023 and held it in 6 quarters. The position peaked at $1.47M in Q1 2024. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

TownSquare Capital reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 8,240 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $580K.
TownSquare Capital first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 6 quarters.
TownSquare Capital's Vanguard Long-Term Bond ETF position peaked at $1.47M in Q1 2024.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.