Allegiance Financial Group Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Allegiance Financial Group Advisory Services’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	$771K	Sell	9,892 -1,654	-14%	-$129K	0.13%	64
2026 Q1	$905K	Sell	11,546 -3,048	-21%	-$240K	0.18%	49
2025 Q4	$1.15M	Sell	14,594 -360	-2%	-$28.4K	0.24%	42
2025 Q3	$1.18M	Buy	14,954 +220	+1%	+$17.3K	0.27%	35
2025 Q2	$1.16M	Buy	14,734 +563	+4%	+$44K	0.31%	34
2025 Q1	$1.11M	Sell	14,171 -1,532	-10%	-$119K	0.34%	34
2024 Q4	$1.21M	Buy	15,703 +168	+1%	+$13K	0.39%	35
2024 Q3	$1.22M	Buy	15,535 +130	+0.8%	+$10.1K	0.43%	32
2024 Q2	$1.18M	Sell	15,405 -281	-2%	-$21.4K	0.45%	32
2024 Q1	$1.2M	Buy	15,686 +107	+0.7%	+$8.21K	0.49%	33
2023 Q4	$1.2M	Sell	15,579 -666	-4%	-$50.4K	0.56%	33
2023 Q3	$1.22M	Sell	16,245 -487	-3%	-$36.7K	0.69%	31
2023 Q2	$1.26M	Sell	16,732 -3,417	-17%	-$260K	0.74%	31
2023 Q1	$1.54M	Buy	20,149 +3,255	+19%	+$247K	1.14%	27
2022 Q4	$1.27M	Buy	+16,894	New	+$1.27M	1.22%	27

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

Allegiance Financial Group Advisory Services's BSV Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, selling an estimated $129K and leaving 9,892 shares worth $771K. The position accounts for 0.13% of the portfolio, ranked #64.

Allegiance Financial Group Advisory Services first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q1 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Allegiance Financial Group Advisory Services held 9,892 shares of Vanguard Short-Term Bond ETF worth $771K as of Q2 2026.
Allegiance Financial Group Advisory Services sold 1,654 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $129K.
Vanguard Short-Term Bond ETF made up 0.13% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #64 holding.
Allegiance Financial Group Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Allegiance Financial Group Advisory Services's Vanguard Short-Term Bond ETF position peaked at $1.54M in Q1 2023.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.