American Financial & Tax Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

American Financial & Tax Strategies’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	$2.15M	Hold	27,606	–	–	0.97%	35
2026 Q1	$2.16M	Sell	27,606 -1,088	-4%	-$85.7K	1.05%	31
2025 Q4	$2.26M	Sell	28,694 -508	-2%	-$40.1K	1.13%	29
2025 Q3	$2.3M	Sell	29,202 -204	-0.7%	-$16K	1.15%	30
2025 Q2	$2.31M	Sell	29,406 -5,943	-17%	-$465K	1.2%	30
2025 Q1	$2.77M	Sell	35,349 -805	-2%	-$62.5K	1.49%	27
2024 Q4	$2.79M	Buy	36,154 +21	+0.1%	+$1.63K	1.45%	29
2024 Q3	$2.84M	Sell	36,133 -78	-0.2%	-$6.08K	1.44%	27
2024 Q2	$2.78M	Sell	36,211 -1,041	-3%	-$79.4K	1.46%	27
2024 Q1	$2.86M	Sell	37,252 -312	-0.8%	-$23.9K	1.53%	26
2023 Q4	$2.89M	Buy	+37,564	New	+$2.84M	1.65%	25

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

American Financial & Tax Strategies's BSV Position: Q2 2026 in Review

American Financial & Tax Strategies held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 27,606 shares worth $2.15M. The position accounts for 0.97% of the portfolio, ranked #35.

American Financial & Tax Strategies first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.89M in Q4 2023. 1,059 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

American Financial & Tax Strategies held 27,606 shares of Vanguard Short-Term Bond ETF worth $2.15M as of Q2 2026.
American Financial & Tax Strategies left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.97% of American Financial & Tax Strategies's portfolio in Q2 2026, its #35 holding.
American Financial & Tax Strategies first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's Vanguard Short-Term Bond ETF position peaked at $2.89M in Q4 2023.
1,059 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.