Belpointe Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $267K | Hold |
3,429
| – | – | 0.01% | 939 |
|
|
2026
Q1 | $269K | Buy |
+3,429
| New | +$270K | 0.01% | 903 |
|
|
2025
Q2 | – | Sell |
-3,951
| Closed | -$309K | – | 948 |
|
|
2025
Q1 | $309K | Buy |
3,951
+853
| +28% | +$66.2K | 0.02% | 716 |
|
|
2024
Q4 | $242K | Buy |
3,098
+47
| +2% | +$3.65K | 0.01% | 731 |
|
|
2024
Q3 | $240K | Buy |
3,051
+93
| +3% | +$7.24K | 0.01% | 737 |
|
|
2024
Q2 | $227K | Sell |
2,958
-65
| -2% | -$4.96K | 0.02% | 681 |
|
|
2024
Q1 | $232K | Buy |
3,023
+383
| +15% | +$29.4K | 0.02% | 695 |
|
|
2023
Q4 | $203K | Sell |
2,640
-63
| -2% | -$4.77K | 0.02% | 659 |
|
|
2023
Q3 | $203K | Buy |
+2,703
| New | +$204K | 0.02% | 599 |
|
|
2023
Q2 | – | Sell |
-10,432
| Closed | -$798K | – | 952 |
|
|
2023
Q1 | $798K | Sell |
10,432
-1,807
| -15% | -$137K | 0.04% | 400 |
|
|
2022
Q4 | $921K | Buy |
12,239
+112
| +0.9% | +$8.4K | 0.06% | 341 |
|
|
2022
Q3 | $907K | Sell |
12,127
-32,093
| -73% | -$2.45M | 0.06% | 323 |
|
|
2022
Q2 | $3.4M | Buy |
44,220
+4,415
| +11% | +$340K | 0.23% | 90 |
|
|
2022
Q1 | $3.1M | Buy |
39,805
+21,370
| +116% | +$1.7M | 0.19% | 107 |
|
|
2021
Q4 | $1.49M | Sell |
18,435
-1,284
| -7% | -$104K | 0.09% | 219 |
|
|
2021
Q3 | $1.62M | Buy |
19,719
+1,080
| +6% | +$88.8K | 0.11% | 190 |
|
|
2021
Q2 | $1.53M | Sell |
18,639
-1,652
| -8% | -$136K | 0.11% | 202 |
|
|
2021
Q1 | $1.67M | Buy |
20,291
+3,645
| +22% | +$301K | 0.14% | 155 |
|
|
2020
Q4 | $1.38M | Buy |
16,646
+1,334
| +9% | +$111K | 0.12% | 184 |
|
|
2020
Q3 | $1.27M | Buy |
15,312
+6,331
| +70% | +$526K | 0.14% | 159 |
|
|
2020
Q2 | $746K | Buy |
8,981
+76
| +0.9% | +$6.29K | 0.1% | 218 |
|
|
2020
Q1 | $732K | Buy |
8,905
+324
| +4% | +$26.3K | 0.13% | 187 |
|
|
2019
Q4 | $691K | Buy |
8,581
+6,622
| +338% | +$534K | 0.09% | 247 |
|
|
2019
Q3 | $158K | Sell |
1,959
-149
| -7% | -$12K | 0.03% | 535 |
|
|
2019
Q2 | $170K | Buy |
+2,108
| New | +$168K | 0.03% | 455 |
|
|
2019
Q1 | – | Sell |
-1,606
| Closed | -$126K | – | 459 |
|
|
2018
Q4 | $126K | Sell |
1,606
-8,693
| -84% | -$678K | 0.03% | 433 |
|
|
2018
Q3 | $804K | Buy |
10,299
+6,373
| +162% | +$498K | 0.13% | 163 |
|
|
2018
Q2 | $307K | Sell |
3,926
-3,975
| -50% | -$311K | 0.09% | 253 |
|
|
2018
Q1 | $620K | Sell |
7,901
-8,657
| -52% | -$680K | 0.18% | 117 |
|
|
2017
Q4 | $1.31M | Buy |
16,558
+2,102
| +15% | +$167K | 0.29% | 73 |
|
|
2017
Q3 | $1.15M | Buy |
+14,456
| New | +$1.16M | 0.27% | 85 |
|
Other funds holding BSV
AF
Belpointe Asset Management's BSV Position: Q2 2026 in Review
Belpointe Asset Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 3,429 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #939.
Belpointe Asset Management first reported a position in BSV in Q3 2017 and has held it in 31 quarters since. The position peaked at $3.4M in Q2 2022. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Belpointe Asset Management held 3,429 shares of Vanguard Short-Term Bond ETF worth $267K as of Q2 2026.
- Belpointe Asset Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
- Vanguard Short-Term Bond ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #939 holding.
- Belpointe Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 31 quarters since.
- Belpointe Asset Management's Vanguard Short-Term Bond ETF position peaked at $3.4M in Q2 2022.
- 1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.