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

Anchor 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 		$322K Sell
4,110
-118
-3% -$9.29K 0.03% 312
2025
Q4 		$333K Buy
4,228
+4
+0.1% +$316 0.03% 306
2025
Q3 		$333K Sell
4,224
-1,383
-25% -$109K 0.03% 306
2025
Q2 		$441K Buy
5,607
+16
+0.3% +$1.25K 0.04% 272
2025
Q1 		$438K Buy
5,591
+10
+0.2% +$776 0.04% 273
2024
Q4 		$431K Sell
5,581
-404
-7% -$31.4K 0.04% 269
2024
Q3 		$471K Sell
5,985
-2,346
-28% -$183K 0.04% 269
2024
Q2 		$639K Buy
8,331
+2,005
+32% +$153K 0.07% 213
2024
Q1 		$485K Sell
6,326
-600
-9% -$46K 0.05% 250
2023
Q4 		$533K Sell
6,926
-244
-3% -$18.5K 0.06% 229
2023
Q3 		$539K Buy
7,170
+292
+4% +$22K 0.07% 220
2023
Q2 		$520K Buy
6,878
+745
+12% +$56.8K 0.07% 226
2023
Q1 		$469K Sell
6,133
-1,583
-21% -$120K 0.06% 234
2022
Q4 		$581K Sell
7,716
-1,842
-19% -$138K 0.08% 213
2022
Q3 		$715K Sell
9,558
-299
-3% -$22.8K 0.11% 177
2022
Q2 		$757K Sell
9,857
-65
-0.7% -$5.01K 0.11% 177
2022
Q1 		$773K Sell
9,922
-490
-5% -$38.9K 0.1% 191
2021
Q4 		$842K Sell
10,412
-2,200
-17% -$179K 0.1% 186
2021
Q3 		$1.03M Sell
12,612
-399
-3% -$32.8K 0.14% 158
2021
Q2 		$1.07M Sell
13,011
-366
-3% -$30.1K 0.15% 150
2021
Q1 		$1.1M Buy
13,377
+800
+6% +$66K 0.17% 136
2020
Q4 		$1.04M Sell
12,577
-395
-3% -$32.7K 0.19% 122
2020
Q3 		$1.08M Hold
12,972
– – 0.22% 112
2020
Q2 		$1.08M Sell
12,972
-150
-1% -$12.4K 0.24% 106
2020
Q1 		$1.08M Sell
13,122
-599
-4% -$48.6K 0.28% 97
2019
Q4 		$1.11M Sell
13,721
-403
-3% -$32.5K 0.24% 115
2019
Q3 		$1.14M Sell
14,124
-213
-1% -$17.2K 0.26% 108
2019
Q2 		$1.15M Sell
14,337
-500
-3% -$39.9K 0.28% 101
2019
Q1 		$1.18M Sell
14,837
-307
-2% -$24.2K 0.29% 96
2018
Q4 		$1.19M Sell
15,144
-550
-4% -$42.9K 0.34% 80
2018
Q3 		$1.22M Sell
15,694
-460
-3% -$35.9K 0.28% 92
2018
Q2 		$1.26M Sell
16,154
-150
-0.9% -$11.7K 0.31% 87
2018
Q1 		$1.28M Sell
16,304
-16,340
-50% -$1.28M 0.33% 85
2017
Q4 		$2.58M Sell
32,644
-482
-1% -$38.3K 0.68% 35
2017
Q3 		$2.64M Sell
33,126
-883
-3% -$70.6K 0.77% 30
2017
Q2 		$2.72M Sell
34,009
-3,990
-11% -$319K 0.9% 24
2017
Q1 		$3.03M Buy
37,999
+275
+0.7% +$21.9K 1.04% 18
2016
Q4 		$3M Buy
37,724
+15,425
+69% +$1.23M 1.12% 16
2016
Q3 		$1.8M Sell
22,299
-188
-0.8% -$15.2K 0.7% 36
2016
Q2 		$1.82M Sell
22,487
-150
-0.7% -$12.1K 0.72% 36
2016
Q1 		$1.83M Buy
+22,637
New +$1.81M 0.75% 35

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

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

Anchor Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.8% in Q1 2026, selling an estimated $9.29K and leaving 4,110 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #312.

Anchor Investment Management first reported a position in BSV in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.03M in Q1 2017. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Anchor Investment Management held 4,110 shares of Vanguard Short-Term Bond ETF worth $322K as of Q1 2026.
  • Anchor Investment Management sold 118 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $9.29K.
  • Vanguard Short-Term Bond ETF made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #312 holding.
  • Anchor Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Vanguard Short-Term Bond ETF position peaked at $3.03M in Q1 2017.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.