AIM
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Alhambra Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Alhambra Investment Management’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 		$784K Buy
10,067
+292
+3% +$22.8K 0.34% 66
2026
Q1 		$766K Buy
9,775
+1,131
+13% +$89K 0.35% 67
2025
Q4 		$681K Buy
8,644
+125
+1% +$9.86K 0.32% 74
2025
Q3 		$672K Sell
8,519
-355
-4% -$27.9K 0.32% 75
2025
Q2 		$698K Sell
8,874
-1,435
-14% -$112K 0.35% 69
2025
Q1 		$807K Buy
10,309
+63
+0.6% +$4.89K 0.42% 59
2024
Q4 		$792K Hold
10,246
– – 0.41% 61
2024
Q3 		$806K Sell
10,246
-26
-0.3% -$2.02K 0.42% 62
2024
Q2 		$788K Sell
10,272
-140
-1% -$10.7K 0.43% 51
2024
Q1 		$798K Sell
10,412
-2,070
-17% -$159K 0.44% 59
2023
Q4 		$961K Sell
12,482
-1,246
-9% -$94.3K 0.57% 46
2023
Q3 		$1.03M Buy
13,728
+1
+0% +$75 0.68% 42
2023
Q2 		$1.04M Sell
13,727
-274
-2% -$20.9K 0.68% 40
2023
Q1 		$1.07M Buy
14,001
+1
+0% +$76 0.74% 36
2022
Q4 		$1.05M Sell
14,000
-4,996
-26% -$375K 0.77% 36
2022
Q3 		$1.42M Buy
18,996
+1
+0% +$76 1.08% 24
2022
Q2 		$1.46M Buy
18,995
+1,219
+7% +$93.9K 1.06% 23
2022
Q1 		$1.39M Buy
17,776
+1,159
+7% +$92K 0.92% 26
2021
Q4 		$1.34M Buy
16,617
+4,967
+43% +$404K 0.94% 29
2021
Q3 		$955K Sell
11,650
-259
-2% -$21.3K 0.73% 37
2021
Q2 		$978K Buy
11,909
+319
+3% +$26.2K 0.73% 34
2021
Q1 		$953K Sell
11,590
-2,266
-16% -$187K 0.77% 32
2020
Q4 		$1.15M Sell
13,856
-1,950
-12% -$162K 1.23% 17
2020
Q3 		$1.31M Buy
15,806
+545
+4% +$45.3K 1.58% 11
2020
Q2 		$1.27M Buy
15,261
+1,420
+10% +$117K 1.66% 11
2020
Q1 		$1.14M Sell
13,841
-1,929
-12% -$157K 1.86% 11
2019
Q4 		$1.27M Buy
+15,770
New +$1.27M 1.46% 14

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alhambra Investment Management's BSV Position: Q2 2026 in Review

Alhambra Investment Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q2 2026, buying an estimated $22.8K and bringing the position to 10,067 shares worth $784K. The position accounts for 0.34% of the portfolio, ranked #66.

Alhambra Investment Management first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.46M in Q2 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Alhambra Investment Management held 10,067 shares of Vanguard Short-Term Bond ETF worth $784K as of Q2 2026.
  • Alhambra Investment Management bought 292 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $22.8K.
  • Vanguard Short-Term Bond ETF made up 0.34% of Alhambra Investment Management's portfolio in Q2 2026, its #66 holding.
  • Alhambra Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Alhambra Investment Management's Vanguard Short-Term Bond ETF position peaked at $1.46M in Q2 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.