Bay Colony Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bay Colony 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	$1.83M	Sell	23,523 -1,390	-6%	-$108K	0.2%	104
2026 Q1	$1.95M	Buy	24,913 +681	+3%	+$53.6K	0.24%	91
2025 Q4	$1.91M	Sell	24,232 -2,317	-9%	-$183K	0.23%	89
2025 Q3	$2.1M	Buy	26,549 +2,356	+10%	+$185K	0.25%	86
2025 Q2	$1.9M	Buy	24,193 +292	+1%	+$22.8K	0.26%	80
2025 Q1	$1.87M	Sell	23,901 -1,063	-4%	-$82.5K	0.29%	78
2024 Q4	$1.93M	Sell	24,964 -159	-0.6%	-$12.3K	0.29%	75
2024 Q3	$1.98M	Sell	25,123 -2,095	-8%	-$163K	0.3%	77
2024 Q2	$2.09M	Sell	27,218 -832	-3%	-$63.5K	0.35%	62
2024 Q1	$2.15M	Sell	28,050 -1,194	-4%	-$91.6K	0.38%	56
2023 Q4	$2.25M	Sell	29,244 -3,096	-10%	-$234K	0.44%	52
2023 Q3	$2.43M	Sell	32,340 -4,582	-12%	-$345K	0.58%	39
2023 Q2	$2.79M	Sell	36,922 -1,232	-3%	-$93.9K	0.67%	29
2023 Q1	$2.91M	Sell	38,154 -320	-0.8%	-$24.2K	0.77%	24
2022 Q4	$2.9M	Sell	38,474 -684	-2%	-$51.3K	0.76%	26
2022 Q3	$2.93M	Buy	39,158 +6,178	+19%	+$472K	0.87%	22
2022 Q2	$2.56M	Buy	32,980 +4,667	+16%	+$360K	0.65%	31
2022 Q1	$2.21M	Buy	28,313 +538	+2%	+$42.7K	0.53%	45
2021 Q4	$2.25M	Buy	27,775 +576	+2%	+$46.8K	0.64%	36
2021 Q3	$2.23M	Buy	27,199 +2,064	+8%	+$170K	0.73%	30
2021 Q2	$2.06M	Buy	25,135 +657	+3%	+$54K	0.69%	29
2021 Q1	$2.01M	Buy	24,478 +34	+0.1%	+$2.81K	0.77%	28
2020 Q4	$2.03M	Buy	24,444 +257	+1%	+$21.3K	1.08%	13
2020 Q3	$2.01M	Buy	24,187 +1,772	+8%	+$147K	1.25%	11
2020 Q2	$1.86M	Buy	22,415 +10,468	+88%	+$866K	1.34%	9
2020 Q1	$982K	Buy	11,947 +1,792	+18%	+$146K	0.89%	30
2019 Q4	$821K	Buy	10,155 +6,917	+214%	+$558K	0.53%	53
2019 Q3	$262K	Sell	3,238 -1,692	-34%	-$136K	0.18%	192
2019 Q2	$397K	Sell	4,930 -285	-5%	-$22.7K	0.26%	111
2019 Q1	$415K	Sell	5,215 -57	-1%	-$4.5K	0.27%	103
2018 Q4	$414K	Buy	5,272 +221	+4%	+$17.2K	0.35%	82
2018 Q3	$394K	Sell	5,051 -706	-12%	-$55.2K	0.3%	104
2018 Q2	$450K	Buy	+5,757	New	+$450K	0.32%	79

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Bay Colony Advisors's BSV Position: Q2 2026 in Review

Bay Colony Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.6% in Q2 2026, selling an estimated $108K and leaving 23,523 shares worth $1.83M. The position accounts for 0.2% of the portfolio, ranked #104.

Bay Colony Advisors first reported a position in BSV in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.93M in Q3 2022. 413 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Bay Colony Advisors held 23,523 shares of Vanguard Short-Term Bond ETF worth $1.83M as of Q2 2026.
Bay Colony Advisors sold 1,390 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $108K.
Vanguard Short-Term Bond ETF made up 0.2% of Bay Colony Advisors's portfolio in Q2 2026, its #104 holding.
Bay Colony Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 33 quarters since.
Bay Colony Advisors's Vanguard Short-Term Bond ETF position peaked at $2.93M in Q3 2022.
413 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.