Ally Invest Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ally Invest 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	$2.85M	Buy	36,360 +1,084	+3%	+$85.3K	0.19%	26
2025 Q4	$2.78M	Buy	35,276 +2,583	+8%	+$204K	0.19%	27
2025 Q3	$2.58M	Buy	32,693 +2,632	+9%	+$207K	0.19%	28
2025 Q2	$2.37M	Buy	30,061 +833	+3%	+$65.1K	0.18%	27
2025 Q1	$2.29M	Buy	29,228 +2,098	+8%	+$163K	0.2%	26
2024 Q4	$2.1M	Buy	27,130 +3,229	+14%	+$251K	0.18%	26
2024 Q3	$1.88M	Buy	23,901 +1,736	+8%	+$135K	0.17%	27
2024 Q2	$1.7M	Buy	22,165 +3,384	+18%	+$258K	0.16%	25
2024 Q1	$1.44M	Buy	18,781 +3,597	+24%	+$276K	0.14%	28
2023 Q4	$1.17M	Buy	15,184 +2,527	+20%	+$191K	0.12%	30
2023 Q3	$951K	Buy	12,657 +3,616	+40%	+$273K	0.11%	29
2023 Q2	$683K	Buy	9,041 +1,787	+25%	+$136K	0.08%	30
2023 Q1	$555K	Buy	7,254 +2,727	+60%	+$207K	0.07%	25
2022 Q4	$341K	Buy	4,527 +939	+26%	+$70.4K	0.04%	26
2022 Q3	$268K	Buy	+3,588	New	+$274K	0.04%	25

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 $424B AUM 22.94% 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

Ally Invest Advisors's BSV Position: Q1 2026 in Review

Ally Invest Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.1% in Q1 2026, buying an estimated $85.3K and bringing the position to 36,360 shares worth $2.85M. The position accounts for 0.19% of the portfolio, ranked #26.

Ally Invest Advisors first reported a position in BSV in Q3 2022 and has held it in 15 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Ally Invest Advisors held 36,360 shares of Vanguard Short-Term Bond ETF worth $2.85M as of Q1 2026.
Ally Invest Advisors bought 1,084 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $85.3K.
Vanguard Short-Term Bond ETF made up 0.19% of Ally Invest Advisors's portfolio in Q1 2026, its #26 holding.
Ally Invest Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.