AIS
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American Investment Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

American Investment 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 		$2.59M Buy
33,262
+974
+3% +$76K 0.55% 43
2026
Q1 		$2.53M Buy
32,288
+3,393
+12% +$267K 0.56% 42
2025
Q4 		$2.28M Buy
28,895
+677
+2% +$53.4K 0.53% 45
2025
Q3 		$2.23M Buy
28,218
+800
+3% +$62.9K 0.54% 45
2025
Q2 		$2.16M Sell
27,418
-2,168
-7% -$170K 0.55% 44
2025
Q1 		$2.32M Sell
29,586
-4,531
-13% -$352K 0.41% 55
2024
Q4 		$2.64M Buy
34,117
+79
+0.2% +$6.13K 0.47% 50
2024
Q3 		$2.68M Sell
34,038
-3,279
-9% -$255K 0.45% 51
2024
Q2 		$2.86M Buy
37,317
+432
+1% +$33K 0.51% 45
2024
Q1 		$2.83M Buy
36,885
+750
+2% +$57.5K 0.5% 49
2023
Q4 		$2.78M Buy
36,135
+1,738
+5% +$132K 0.52% 49
2023
Q3 		$2.59M Sell
34,397
-1,673
-5% -$126K 0.55% 45
2023
Q2 		$2.73M Buy
36,070
+72
+0.2% +$5.49K 0.55% 45
2023
Q1 		$2.71M Hold
35,998
– – 0.56% 41
2022
Q4 		$2.71M Sell
35,998
-504
-1% -$37.8K 0.56% 41
2022
Q3 		$2.73M Buy
36,502
+809
+2% +$61.8K 0.65% 35
2022
Q2 		$2.74M Sell
35,693
-2,531
-7% -$195K 0.62% 33
2022
Q1 		$2.98M Sell
38,224
-29,416
-43% -$2.34M 0.65% 33
2021
Q4 		$5.47M Buy
67,640
+303
+0.4% +$24.6K 1.2% 25
2021
Q3 		$5.52M Sell
67,337
-820
-1% -$67.4K 1.24% 26
2021
Q2 		$5.6M Buy
68,157
+5,373
+9% +$442K 1.29% 25
2021
Q1 		$5.16M Buy
62,784
+4,917
+8% +$406K 1.4% 22
2020
Q4 		$4.8M Buy
57,867
+9,960
+21% +$825K 1.46% 20
2020
Q3 		$3.98M Buy
47,907
+425
+0.9% +$35.3K 1.34% 17
2020
Q2 		$3.95M Sell
47,482
-5,294
-10% -$438K 1.39% 16
2020
Q1 		$4.34M Sell
52,776
-3,019
-5% -$245K 1.66% 14
2019
Q4 		$4.5M Sell
55,795
-7
-0% -$565 1.36% 18
2019
Q3 		$4.51M Sell
55,802
-1,742
-3% -$141K 1.42% 16
2019
Q2 		$4.63M Buy
57,544
+9,850
+21% +$785K 1.47% 17
2019
Q1 		$3.8M Buy
47,694
+2,429
+5% +$192K 1.21% 18
2018
Q4 		$3.56M Buy
45,265
+18,978
+72% +$1.48M 1.27% 18
2018
Q3 		$2.05M Buy
26,287
+710
+3% +$55.5K 0.69% 22
2018
Q2 		$2M Buy
25,577
+989
+4% +$77.3K 0.69% 24
2018
Q1 		$1.93M Buy
24,588
+12,145
+98% +$954K 0.68% 24
2017
Q4 		$984K Buy
12,443
+2,705
+28% +$215K 0.36% 54
2017
Q3 		$777K Sell
9,738
-1,777
-15% -$142K 0.3% 59
2017
Q2 		$919K Buy
11,515
+878
+8% +$70.1K 0.36% 56
2017
Q1 		$848K Buy
10,637
+610
+6% +$48.5K 0.34% 60
2016
Q4 		$797K Buy
10,027
+2,630
+36% +$210K 0.33% 61
2016
Q3 		$598K Buy
7,397
+660
+10% +$53.4K 0.25% 66
2016
Q2 		$546K Buy
6,737
+75
+1% +$6.04K 0.24% 68
2016
Q1 		$537K Sell
6,662
-758
-10% -$60.8K 0.26% 61
2015
Q4 		$590K Buy
7,420
+70
+1% +$5.6K 0.32% 56
2015
Q3 		$591K Sell
7,350
-243
-3% -$19.5K 0.33% 50
2015
Q2 		$609K Buy
7,593
+18
+0.2% +$1.45K 0.33% 53
2015
Q1 		$610K Hold
7,575
– – 0.33% 49
2014
Q4 		$606K Buy
7,575
+935
+14% +$75K 0.33% 49
2014
Q3 		$532K Hold
6,640
– – 0.29% 51
2014
Q2 		$533K Buy
6,640
+42
+0.6% +$3.37K 0.29% 52
2014
Q1 		$528K Hold
6,598
– – 0.3% 40
2013
Q4 		$527K Buy
6,598
+2,405
+57% +$193K 0.31% 36
2013
Q3 		$337K Buy
4,193
+633
+18% +$50.7K 0.21% 53
2013
Q2 		$285K Buy
+3,560
New +$287K 0.18% 65

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Investment Services's BSV Position: Q2 2026 in Review

American Investment Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q2 2026, buying an estimated $76K and bringing the position to 33,262 shares worth $2.59M. The position accounts for 0.55% of the portfolio, ranked #43.

American Investment Services first reported a position in BSV in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.6M in Q2 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • American Investment Services held 33,262 shares of Vanguard Short-Term Bond ETF worth $2.59M as of Q2 2026.
  • American Investment Services bought 974 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $76K.
  • Vanguard Short-Term Bond ETF made up 0.55% of American Investment Services's portfolio in Q2 2026, its #43 holding.
  • American Investment Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • American Investment Services's Vanguard Short-Term Bond ETF position peaked at $5.6M in Q2 2021.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.