AIM
BSV icon

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

Allen 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
Q1 		$1.55M Buy
19,766
+315
+2% +$24.8K 0.02% 133
2025
Q4 		$1.53M Buy
19,451
+723
+4% +$57K 0.02% 137
2025
Q3 		$1.48M Hold
18,728
– – 0.02% 127
2025
Q2 		$1.47M Hold
18,728
– – 0.02% 121
2025
Q1 		$1.47M Hold
18,728
– – 0.02% 124
2024
Q4 		$1.45M Buy
18,728
+439
+2% +$34.1K 0.02% 122
2024
Q3 		$1.44M Sell
18,289
-4,605
-20% -$359K 0.02% 128
2024
Q2 		$1.76M Buy
22,894
+2,435
+12% +$186K 0.02% 121
2024
Q1 		$1.57M Buy
20,459
+255
+1% +$19.6K 0.02% 112
2023
Q4 		$1.56M Buy
20,204
+103
+0.5% +$7.8K 0.02% 113
2023
Q3 		$1.51M Sell
20,101
-27,933
-58% -$2.11M 0.02% 108
2023
Q2 		$3.63M Sell
48,034
-2,510
-5% -$191K 0.05% 87
2023
Q1 		$3.87M Sell
50,544
-2,020
-4% -$153K 0.06% 79
2022
Q4 		$3.96M Sell
52,564
-930
-2% -$69.8K 0.06% 80
2022
Q3 		$4M Sell
53,494
-34,658
-39% -$2.65M 0.07% 77
2022
Q2 		$6.77M Sell
88,152
-40,730
-32% -$3.14M 0.11% 68
2022
Q1 		$10M Buy
128,882
+16,022
+14% +$1.27M 0.13% 57
2021
Q4 		$9.12M Buy
112,860
+1,108
+1% +$90.1K 0.11% 68
2021
Q3 		$9.16M Buy
111,752
+9,544
+9% +$784K 0.13% 60
2021
Q2 		$8.4M Buy
102,208
+5,746
+6% +$473K 0.11% 63
2021
Q1 		$7.93M Buy
96,462
+12,171
+14% +$1M 0.12% 65
2020
Q4 		$6.99M Buy
84,291
+1,600
+2% +$133K 0.12% 66
2020
Q3 		$6.87M Sell
82,691
-9,025
-10% -$750K 0.13% 62
2020
Q2 		$7.62M Hold
91,716
– – 0.16% 58
2020
Q1 		$7.54M Buy
91,716
+7,991
+10% +$649K 0.23% 46
2019
Q4 		$6.75M Buy
83,725
+114
+0.1% +$9.2K 0.16% 59
2019
Q3 		$6.75M Sell
83,611
-8,079
-9% -$652K 0.18% 55
2019
Q2 		$7.38M Buy
91,690
+126
+0.1% +$10K 0.21% 49
2019
Q1 		$7.29M Sell
91,564
-10,444
-10% -$824K 0.23% 45
2018
Q4 		$8.02M Hold
102,008
– – 0.32% 43
2018
Q3 		$7.96M Buy
102,008
+1,398
+1% +$109K 0.27% 46
2018
Q2 		$7.87M Sell
100,610
-153,667
-60% -$12M 0.3% 45
2018
Q1 		$19.9M Buy
254,277
+110,940
+77% +$8.72M 0.83% 29
2017
Q4 		$11.3M Sell
143,337
-10,256
-7% -$815K 0.51% 31
2017
Q3 		$12.3M Buy
153,593
+96,305
+168% +$7.7M 0.56% 33
2017
Q2 		$4.57M Buy
57,288
+1,190
+2% +$95K 0.22% 45
2017
Q1 		$4.47M Buy
+56,098
New +$4.46M 0.23% 44

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allen Investment Management's BSV Position: Q1 2026 in Review

Allen Investment Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.6% in Q1 2026, buying an estimated $24.8K and bringing the position to 19,766 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #133.

Allen Investment Management first reported a position in BSV in Q1 2017 and has held it in 37 quarters since. The position peaked at $19.9M in Q1 2018. 1,334 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Allen Investment Management held 19,766 shares of Vanguard Short-Term Bond ETF worth $1.55M as of Q1 2026.
  • Allen Investment Management bought 315 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $24.8K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Allen Investment Management's portfolio in Q1 2026, its #133 holding.
  • Allen Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Allen Investment Management's Vanguard Short-Term Bond ETF position peaked at $19.9M in Q1 2018.
  • 1,334 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.