BRWA
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B. Riley Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

B. Riley Wealth Advisors’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 		$3.71M Sell
47,537
-1,991
-4% -$155K 0.2% 113
2026
Q1 		$3.88M Buy
49,528
+1,455
+3% +$115K 0.25% 96
2025
Q4 		$3.79M Sell
48,073
-4,210
-8% -$332K 0.17% 127
2025
Q3 		$4.13M Sell
52,283
-1,133
-2% -$89.1K 0.19% 110
2025
Q2 		$4.2M Buy
+53,416
New +$4.18M 0.2% 108
2024
Q4 		$7.1M Sell
91,826
-13,957
-13% -$1.08M 0.23% 96
2024
Q3 		$8.3M Sell
105,783
-4,551
-4% -$354K 0.23% 91
2024
Q2 		$8.46M Sell
110,334
-48,688
-31% -$3.71M 0.22% 95
2024
Q1 		$12M Buy
159,022
+37,997
+31% +$2.91M 0.32% 62
2023
Q4 		$9.32M Sell
121,025
-37,997
-24% -$2.88M 0.25% 79
2023
Q3 		$12M Buy
159,022
+2,414
+2% +$182K 0.32% 62
2023
Q2 		$11.8M Sell
156,608
-17,494
-10% -$1.33M 0.27% 81
2023
Q1 		$13.3M Sell
174,102
-4,609
-3% -$349K 0.35% 58
2022
Q4 		$13.5M Buy
178,711
+6,678
+4% +$501K 0.38% 57
2022
Q3 		$12.9M Sell
172,033
-2,631
-2% -$201K 0.39% 54
2022
Q2 		$13.4M Buy
174,664
+1,395
+0.8% +$107K 0.56% 28
2022
Q1 		$13.5M Buy
173,269
+6,918
+4% +$549K 0.44% 42
2021
Q4 		$13.4M Sell
166,351
-5,386
-3% -$438K 0.39% 49
2021
Q3 		$14.1M Buy
171,737
+13,989
+9% +$1.15M 0.45% 39
2021
Q2 		$13M Buy
157,748
+10,824
+7% +$890K 0.42% 43
2021
Q1 		$12.1M Sell
146,924
-28,040
-16% -$2.31M 0.43% 41
2020
Q4 		$14.5M Sell
174,964
-24,286
-12% -$2.01M 0.78% 18
2020
Q3 		$16.5M Buy
199,250
+7,976
+4% +$663K 0.88% 17
2020
Q2 		$15.9M Buy
191,274
+12,126
+7% +$1M 1.06% 14
2020
Q1 		$14.7M Buy
179,148
+4,708
+3% +$382K 1.26% 11
2019
Q4 		$14.1M Buy
174,440
+14,123
+9% +$1.14M 1.2% 11
2019
Q3 		$13M Buy
160,317
+3,555
+2% +$287K 1.28% 11
2019
Q2 		$12.6M Buy
156,762
+9,527
+6% +$760K 1.38% 9
2019
Q1 		$11.7M Buy
147,235
+3,801
+3% +$300K 1.46% 9
2018
Q4 		$11.3M Sell
143,434
-9,136
-6% -$712K 1.6% 7
2018
Q3 		$11.9M Buy
152,570
+8,831
+6% +$690K 1.42% 8
2018
Q2 		$11.2M Buy
143,739
+5,391
+4% +$421K 1.49% 6
2018
Q1 		$10.9M Buy
138,348
+2,132
+2% +$168K 1.52% 7
2017
Q4 		$10.8M Buy
136,216
+15,763
+13% +$1.25M 1.46% 5
2017
Q3 		$9.62M Buy
120,453
+16,615
+16% +$1.33M 1.6% 3
2017
Q2 		$8.29M Buy
103,838
+2,106
+2% +$168K 1.5% 5
2017
Q1 		$8.11M Buy
101,732
+6,425
+7% +$511K 1.62% 4
2016
Q4 		$7.57M Sell
95,307
-6,764
-7% -$541K 1.54% 5
2016
Q3 		$7.65M Buy
102,071
+17,998
+21% +$1.46M 1.5% 5
2016
Q2 		$6.82M Buy
84,073
+9,055
+12% +$730K 1.37% 6
2016
Q1 		$6.05M Sell
75,018
-5,649
-7% -$453K 1.4% 5
2015
Q4 		$6.42M Buy
80,667
+64,374
+395% +$5.15M 1.3% 6
2015
Q3 		$1.31M Buy
16,293
+7,132
+78% +$572K 0.31% 78
2015
Q2 		$738K Sell
9,161
-465
-5% -$37.3K 0.18% 152
2015
Q1 		$775K Buy
9,626
+613
+7% +$49.2K 0.19% 143
2014
Q4 		$721 Buy
9,013
+1,502
+20% +$121K 0.02% 825
2014
Q3 		$602K Sell
7,511
-7,606
-50% -$610K 0.16% 172
2014
Q2 		$609K Buy
15,117
+7,558
+100% +$606K 0.14% 162
2014
Q1 		$605K Buy
7,559
+40
+0.5% +$3.21K 0.18% 133
2013
Q4 		$601K Buy
+7,519
New +$604K 0.19% 127

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

B. Riley Wealth Advisors's BSV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4% in Q2 2026, selling an estimated $155K and leaving 47,537 shares worth $3.71M. The position accounts for 0.2% of the portfolio, ranked #113.

B. Riley Wealth Advisors first reported a position in BSV in Q4 2013 and has held it in 50 quarters since. The position peaked at $16.5M in Q3 2020. 518 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • B. Riley Wealth Advisors held 47,537 shares of Vanguard Short-Term Bond ETF worth $3.71M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,991 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $155K.
  • Vanguard Short-Term Bond ETF made up 0.2% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $16.5M in Q3 2020.
  • 518 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.