BAM
BSV icon

Belleair Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Belleair Asset 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
Q2 		$5.1M Sell
65,477
-3,241
-5% -$253K 4.29% 6
2026
Q1 		$5.39M Sell
68,718
-958
-1% -$75.4K 4.91% 4
2025
Q4 		$5.49M Buy
+69,676
New +$5.5M 5.23% 4

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $44.6B AUM 28.94% 1-Year Est. Return

Belleair Asset Management's BSV Position: Q2 2026 in Review

Belleair Asset Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.7% in Q2 2026, selling an estimated $253K and leaving 65,477 shares worth $5.1M. The position accounts for 4.29% of the portfolio, ranked #6.

Belleair Asset Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.49M in Q4 2025. 871 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Belleair Asset Management held 65,477 shares of Vanguard Short-Term Bond ETF worth $5.1M as of Q2 2026.
  • Belleair Asset Management sold 3,241 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $253K.
  • Vanguard Short-Term Bond ETF made up 4.29% of Belleair Asset Management's portfolio in Q2 2026, its #6 holding.
  • Belleair Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Belleair Asset Management's Vanguard Short-Term Bond ETF position peaked at $5.49M in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.