Bell Bank’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bell Bank’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	–	Sell	-3,049	Closed	-$239K	–	198
2026 Q1	$239K	Sell	3,049 -16,598	-84%	-$1.31M	0.01%	168
2025 Q4	$1.55M	Hold	19,647	–	–	0.07%	84
2025 Q3	$1.55M	Buy	19,647 +5,109	+35%	+$402K	0.07%	85
2025 Q2	$1.14M	Buy	+14,538	New	+$1.14M	0.05%	96
2022 Q3	–	Sell	-2,695	Closed	-$207K	–	185
2022 Q2	$207K	Buy	+2,695	New	+$208K	0.02%	194

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bell Bank's BSV Position: Q2 2026 in Review

Bell Bank sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 3,049 shares — an estimated $239K sold.

Bell Bank first reported a position in BSV in Q2 2022 and held it in 5 quarters. The position peaked at $1.55M in Q3 2025. 301 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Bell Bank reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Bell Bank sold 3,049 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $239K.
Bell Bank first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 5 quarters.
Bell Bank's Vanguard Short-Term Bond ETF position peaked at $1.55M in Q3 2025.
301 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.