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Cascade Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cascade Investment 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
Q1 		– Sell
-3,880
Closed -$306K – 117
2025
Q4 		$306K Buy
3,880
+400
+11% +$31.6K 0.18% 104
2025
Q3 		$275K Sell
3,480
-54
-2% -$4.25K 0.17% 105
2025
Q2 		$278K Hold
3,534
– – 0.18% 104
2025
Q1 		$277K Sell
3,534
-49
-1% -$3.8K 0.19% 103
2024
Q4 		$277K Sell
3,583
-200
-5% -$15.5K 0.18% 102
2024
Q3 		$298K Buy
3,783
+551
+17% +$42.9K 0.19% 100
2024
Q2 		$248K Sell
3,232
-150
-4% -$11.4K 0.17% 105
2024
Q1 		$259K Sell
3,382
-400
-11% -$30.7K 0.17% 106
2023
Q4 		$291K Sell
3,782
-199
-5% -$15.1K 0.21% 99
2023
Q3 		$299K Sell
3,981
-700
-15% -$52.8K 0.24% 99
2023
Q2 		$354K Buy
4,681
+1
+0% +$76 0.26% 101
2023
Q1 		$358K Sell
4,680
-600
-11% -$45.5K 0.28% 94
2022
Q4 		$398K Sell
5,280
-900
-15% -$67.5K 0.33% 96
2022
Q3 		$461K Sell
6,180
-4,450
-42% -$340K 0.4% 92
2022
Q2 		$816K Sell
10,630
-175
-2% -$13.5K 0.64% 78
2022
Q1 		$842K Buy
10,805
+1,725
+19% +$137K 0.51% 93
2021
Q4 		$734K Buy
9,080
+1,980
+28% +$161K 0.43% 97
2021
Q3 		$582K Buy
+7,100
New +$583K 0.38% 97
2021
Q1 		– Sell
-4,500
Closed -$373K – 285
2020
Q4 		$373K Sell
4,500
-1,100
-20% -$91.1K 0.27% 97
2020
Q3 		$465K Buy
5,600
+300
+6% +$24.9K 0.39% 91
2020
Q2 		$441K Buy
5,300
+585
+12% +$48.4K 0.42% 86
2020
Q1 		$387K Sell
4,715
-685
-13% -$55.6K 0.43% 83
2019
Q4 		$435K Sell
5,400
-475
-8% -$38.3K 0.33% 92
2019
Q3 		$475K Buy
5,875
+675
+13% +$54.4K 0.37% 89
2019
Q2 		$419K Buy
+5,200
New +$415K 0.36% 83
2018
Q4 		– Sell
-3,300
Closed -$257K – 229
2018
Q3 		$257K Buy
+3,300
New +$258K 0.22% 93

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cascade Investment Advisors's BSV Position: Q1 2026 in Review

Cascade Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 3,880 shares — an estimated $306K sold.

Cascade Investment Advisors first reported a position in BSV in Q3 2018 and held it in 26 quarters. The position peaked at $842K in Q1 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Cascade Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cascade Investment Advisors sold 3,880 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $306K.
  • Cascade Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and held it in 26 quarters.
  • Cascade Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $842K in Q1 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Cascade Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.