Accelerate Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Accelerate Investment Advisors’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$541K	Sell	6,902 -2,170	-24%	-$171K	0.36%	46
2025 Q4	$715K	Sell	9,072 -978	-10%	-$77.2K	0.48%	37
2025 Q3	$793K	Buy	10,050 +931	+10%	+$73.2K	0.54%	34
2025 Q2	$718K	Sell	9,119 -164	-2%	-$12.8K	0.53%	36
2025 Q1	$727K	Buy	9,283 +995	+12%	+$77.2K	0.61%	31
2024 Q4	$640K	Buy	8,288 +659	+9%	+$51.1K	0.56%	29
2024 Q3	$600K	Buy	+7,629	New	+$594K	0.59%	31

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accelerate Investment Advisors's BSV Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 24% in Q1 2026, selling an estimated $171K and leaving 6,902 shares worth $541K. The position accounts for 0.36% of the portfolio, ranked #46.

Accelerate Investment Advisors first reported a position in BSV in Q3 2024 and has held it in 7 quarters since. The position peaked at $793K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Accelerate Investment Advisors held 6,902 shares of Vanguard Short-Term Bond ETF worth $541K as of Q1 2026.
Accelerate Investment Advisors sold 2,170 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $171K.
Vanguard Short-Term Bond ETF made up 0.36% of Accelerate Investment Advisors's portfolio in Q1 2026, its #46 holding.
Accelerate Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
Accelerate Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $793K in Q3 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.