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Avion Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Avion Wealth’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 		$2.57M Sell
32,837
-374
-1% -$29.4K 0.53% 23
2025
Q4 		$2.62M Sell
33,211
-1,151
-3% -$90.8K 0.55% 25
2025
Q3 		$2.71M Buy
34,362
+365
+1% +$28.7K 0.58% 22
2025
Q2 		$2.67M Sell
33,997
-11,849
-26% -$926K 0.61% 21
2025
Q1 		$3.54M Hold
45,846
– – 0.91% 17
2024
Q4 		$3.54M Sell
45,846
-3,454
-7% -$268K 0.91% 17
2024
Q3 		$3.88M Sell
49,300
-4,982
-9% -$388K 1.02% 16
2024
Q2 		$4.16M Sell
54,282
-1,706
-3% -$130K 1.15% 15
2024
Q1 		$4.29M Sell
55,988
-268
-0.5% -$20.6K 1.15% 14
2023
Q4 		$4.33M Sell
56,256
-5,254
-9% -$398K 1.22% 14
2023
Q3 		$4.62M Sell
61,510
-552
-0.9% -$41.6K 1.32% 15
2023
Q2 		$4.69M Sell
62,062
-11,456
-16% -$873K 1.23% 16
2023
Q1 		$5.53M Sell
73,518
-42,824
-37% -$3.25M 1.51% 16
2022
Q4 		$8.7M Hold
116,342
– – 2.71% 15
2022
Q3 		$8.71M Sell
116,342
-12,592
-10% -$962K 2.71% 15
2022
Q2 		$9.9M Sell
128,934
-12,876
-9% -$992K 3.07% 12
2022
Q1 		$11M Sell
141,810
-27,260
-16% -$2.16M 3.18% 13
2021
Q4 		$13.7M Buy
169,070
+67,985
+67% +$5.53M 3.87% 9
2021
Q3 		$8.28M Sell
101,085
-4,828
-5% -$397K 2.51% 15
2021
Q2 		$8.7M Sell
105,913
-47,435
-31% -$3.9M 2.65% 14
2021
Q1 		$12.6M Sell
153,348
-31,146
-17% -$2.57M 4.4% 8
2020
Q4 		$15.3M Sell
184,494
-8,212
-4% -$680K 4.81% 8
2020
Q3 		$16M Sell
192,706
-42,960
-18% -$3.57M 5.38% 8
2020
Q2 		$19.6M Sell
235,666
-62,754
-21% -$5.19M 6.82% 7
2020
Q1 		$24.5M Buy
298,420
+293,403
+5,848% +$23.8M 10.49% 4
2019
Q4 		$404K Sell
5,017
-67
-1% -$5.41K 0.36% 28
2019
Q3 		$411K Buy
+5,084
New +$410K 0.39% 26

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

Avion Wealth's BSV Position: Q1 2026 in Review

Avion Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q1 2026, selling an estimated $29.4K and leaving 32,837 shares worth $2.57M. The position accounts for 0.53% of the portfolio, ranked #23.

Avion Wealth first reported a position in BSV in Q3 2019 and has held it in 27 quarters since. The position peaked at $24.5M in Q1 2020. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Avion Wealth held 32,837 shares of Vanguard Short-Term Bond ETF worth $2.57M as of Q1 2026.
  • Avion Wealth sold 374 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $29.4K.
  • Vanguard Short-Term Bond ETF made up 0.53% of Avion Wealth's portfolio in Q1 2026, its #23 holding.
  • Avion Wealth first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Avion Wealth's Vanguard Short-Term Bond ETF position peaked at $24.5M in Q1 2020.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.