AIFAIM
BSV icon

American Institute for Advanced Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

American Institute for Advanced 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 		$766K Sell
9,831
-577
-6% -$45K 0.44% 68
2026
Q1 		$816K Buy
10,408
+1,255
+14% +$98.8K 0.53% 57
2025
Q4 		$721K Buy
9,153
+200
+2% +$15.8K 0.46% 61
2025
Q3 		$706K Buy
8,953
+575
+7% +$45.2K 0.46% 62
2025
Q2 		$659K Sell
8,378
-215
-3% -$16.8K 0.47% 61
2025
Q1 		$673K Buy
8,593
+20
+0.2% +$1.55K 0.51% 54
2024
Q4 		$662K Buy
8,573
+85
+1% +$6.6K 0.49% 60
2024
Q3 		$668K Buy
8,488
+555
+7% +$43.2K 0.48% 59
2024
Q2 		$608K Buy
7,933
+260
+3% +$19.8K 0.47% 62
2024
Q1 		$588K Buy
7,673
+255
+3% +$19.6K 0.47% 63
2023
Q4 		$571K Sell
7,418
-400
-5% -$30.3K 0.5% 54
2023
Q3 		$588K Sell
7,818
-81
-1% -$6.11K 0.54% 53
2023
Q2 		$597K Sell
7,899
-510
-6% -$38.9K 0.52% 53
2023
Q1 		$643K Sell
8,409
-5,175
-38% -$392K 0.69% 42
2022
Q4 		$1.02M Sell
13,584
-2,772
-17% -$208K 0.93% 33
2022
Q3 		$1.22M Hold
16,356
– – 1.14% 26
2022
Q2 		$1.26M Sell
16,356
-1,005
-6% -$77.4K 1.1% 28
2022
Q1 		$1.35M Sell
17,361
-3,790
-18% -$301K 0.98% 30
2021
Q4 		$1.71M Sell
21,151
-1,500
-7% -$122K 1.15% 26
2021
Q3 		$1.86M Buy
22,651
+1,150
+5% +$94.5K 1.32% 24
2021
Q2 		$1.77M Buy
21,501
+2,460
+13% +$202K 1.25% 24
2021
Q1 		$1.56M Buy
19,041
+530
+3% +$43.8K 1.19% 26
2020
Q4 		$1.53M Buy
18,511
+1,335
+8% +$111K 1.23% 27
2020
Q3 		$1.43M Sell
17,176
-1,905
-10% -$158K 1.28% 26
2020
Q2 		$1.59M Buy
19,081
+2,755
+17% +$228K 1.5% 25
2020
Q1 		$1.34M Sell
16,326
-430
-3% -$34.9K 1.46% 22
2019
Q4 		$1.35M Buy
+16,756
New +$1.35M 1.3% 28

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

American Institute for Advanced Investment Management's BSV Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.5% in Q2 2026, selling an estimated $45K and leaving 9,831 shares worth $766K. The position accounts for 0.44% of the portfolio, ranked #68.

American Institute for Advanced Investment Management first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.86M in Q3 2021. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • American Institute for Advanced Investment Management held 9,831 shares of Vanguard Short-Term Bond ETF worth $766K as of Q2 2026.
  • American Institute for Advanced Investment Management sold 577 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $45K.
  • Vanguard Short-Term Bond ETF made up 0.44% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #68 holding.
  • American Institute for Advanced Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Vanguard Short-Term Bond ETF position peaked at $1.86M in Q3 2021.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.