UBS AM
BLV icon

UBS AM’s Vanguard Long-Term Bond ETF BLV Stock Holding History

UBS AM’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 		$3.27M Sell
47,447
-55,450
-54% -$3.8M ﹤0.01% 1829
2026
Q1 		$7.08M Buy
102,897
+68,766
+201% +$4.8M ﹤0.01% 1394
2025
Q4 		$2.37M Buy
+34,131
New +$2.42M ﹤0.01% 1820

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

UBS AM's BLV Position: Q2 2026 in Review

UBS AM reduced its Vanguard Long-Term Bond ETF (BLV) stake by 54% in Q2 2026, selling an estimated $3.8M and leaving 47,447 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

UBS AM first reported a position in BLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.08M in Q1 2026. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • UBS AM held 47,447 shares of Vanguard Long-Term Bond ETF worth $3.27M as of Q2 2026.
  • UBS AM sold 55,450 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $3.8M.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1829 holding.
  • UBS AM first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's Vanguard Long-Term Bond ETF position peaked at $7.08M in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.