VHAM
BLV icon

Van Hulzen Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Van Hulzen Asset Management’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
Q1 		– Sell
-2
Closed -$136 – 389
2024
Q4 		$136 Buy
+2
New +$143 ﹤0.01% 1145

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Van Hulzen Asset Management's BLV Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 2 shares — an estimated $136 sold.

Van Hulzen Asset Management first reported a position in BLV in Q4 2024 and held it in 1 quarter. The position peaked at $136 in Q4 2024. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 2 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $136.
  • Van Hulzen Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Vanguard Long-Term Bond ETF position peaked at $136 in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.