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Whittier Trust’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Whittier Trust’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
-159
Closed -$10.9K – 1500
2024
Q4 		$10.9K Hold
159
– – ﹤0.01% 1234
2024
Q3 		$12K Sell
159
-240
-60% -$17.6K ﹤0.01% 1237
2024
Q2 		$28K Hold
399
– – ﹤0.01% 1019
2024
Q1 		$28.9K Hold
399
– – ﹤0.01% 1045
2023
Q4 		$29.8K Buy
+399
New +$27.3K ﹤0.01% 1018
2022
Q2 		– Sell
-51
Closed -$5K – 1686
2022
Q1 		$5K Buy
+51
New +$4.86K ﹤0.01% 1445

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Whittier Trust's BLV Position: Q1 2025 in Review

Whittier Trust sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 159 shares — an estimated $10.9K sold.

Whittier Trust first reported a position in BLV in Q1 2022 and held it in 6 quarters. The position peaked at $29.8K in Q4 2023. 371 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Whittier Trust reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 159 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $10.9K.
  • Whittier Trust first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 6 quarters.
  • Whittier Trust's Vanguard Long-Term Bond ETF position peaked at $29.8K in Q4 2023.
  • 371 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.