Ackerman Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ackerman Capital 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 Q2	$3.64M	Sell	46,750 -1,722	-4%	-$134K	0.73%	29
2026 Q1	$3.8M	Buy	48,472 +3,434	+8%	+$270K	0.78%	29
2025 Q4	$3.55M	Buy	45,038 +2,539	+6%	+$200K	0.71%	30
2025 Q3	$3.35M	Buy	42,499 +1,411	+3%	+$111K	0.7%	27
2025 Q2	$3.23M	Buy	41,088 +7,319	+22%	+$572K	0.75%	27
2025 Q1	$2.64M	Buy	33,769 +459	+1%	+$35.6K	0.7%	26
2024 Q4	$2.57M	Sell	33,310 -1,788	-5%	-$139K	0.67%	27
2024 Q3	$2.76M	Sell	35,098 -22,160	-39%	-$1.73M	0.71%	26
2024 Q2	$4.39M	Sell	57,258 -2,212	-4%	-$169K	1.16%	22
2024 Q1	$4.56M	Buy	59,470 +2,523	+4%	+$194K	1.26%	23
2023 Q4	$4.39M	Buy	56,947 +17,004	+43%	+$1.29M	1.23%	24
2023 Q3	$3M	Sell	39,943 -24,234	-38%	-$1.83M	0.84%	26
2023 Q2	$4.85M	Sell	64,177 -3,510	-5%	-$268K	1.26%	23
2023 Q1	$5.18M	Sell	67,687 -70,740	-51%	-$5.36M	1.34%	22
2022 Q4	$10.4M	Buy	138,427 +38,130	+38%	+$2.86M	2.8%	10
2022 Q3	$7.5M	Sell	100,297 -22,183	-18%	-$1.69M	2.13%	13
2022 Q2	$9.4M	Buy	122,480 +22,841	+23%	+$1.76M	2.53%	13
2022 Q1	$7.76M	Sell	99,639 -38,502	-28%	-$3.06M	1.83%	13
2021 Q4	$11.2M	Sell	138,141 -6,870	-5%	-$559K	2.56%	10
2021 Q3	$11.9M	Buy	145,011 +10,162	+8%	+$835K	2.72%	11
2021 Q2	$11.1M	Buy	134,849 +8,427	+7%	+$693K	2.59%	10
2021 Q1	$10.4M	Buy	126,422 +10,723	+9%	+$885K	2.52%	11
2020 Q4	$9.59M	Sell	115,699 -4,448	-4%	-$369K	2.44%	10
2020 Q3	$9.98M	Buy	120,147 +2,478	+2%	+$206K	2.78%	8
2020 Q2	$9.78M	Buy	117,669 +48,596	+70%	+$4.02M	2.93%	8
2020 Q1	$5.68M	Sell	69,073 -34,970	-34%	-$2.84M	2.21%	13
2019 Q4	$8.39M	Sell	104,043 -537	-0.5%	-$43.3K	2.48%	9
2019 Q3	$8.45M	Buy	+104,580	New	+$8.44M	2.92%	8
2018 Q4	$5.58M	Buy	+71,068	New	+$5.54M	0.43%	39
2018 Q1	$5.39M	Sell	68,126 -26,845	-28%	-$2.11M	2.16%	16
2017 Q4	$7.58M	Buy	+94,971	New	+$7.55M	3.22%	9
2017 Q2	$6.54M	Buy	+81,954	New	+$6.55M	2.74%	12

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ackerman Capital Advisors's BSV Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.6% in Q2 2026, selling an estimated $134K and leaving 46,750 shares worth $3.64M. The position accounts for 0.73% of the portfolio, ranked #29.

Ackerman Capital Advisors first reported a position in BSV in Q2 2017 and has held it in 32 quarters since. The position peaked at $11.9M in Q3 2021. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Ackerman Capital Advisors held 46,750 shares of Vanguard Short-Term Bond ETF worth $3.64M as of Q2 2026.
Ackerman Capital Advisors sold 1,722 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $134K.
Vanguard Short-Term Bond ETF made up 0.73% of Ackerman Capital Advisors's portfolio in Q2 2026, its #29 holding.
Ackerman Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and has held it in 32 quarters since.
Ackerman Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $11.9M in Q3 2021.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.