CIA
BSV icon

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

Concurrent 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
Q2 		$14.5M Buy
186,511
+2,541
+1% +$198K 0.12% 181
2026
Q1 		$14.4M Buy
183,970
+18,016
+11% +$1.42M 0.16% 135
2025
Q4 		$13.1M Buy
165,954
+9,353
+6% +$738K 0.15% 146
2025
Q3 		$12.4M Sell
156,601
-15,276
-9% -$1.2M 0.21% 99
2025
Q2 		$13.5M Buy
171,877
+14,289
+9% +$1.12M 0.26% 85
2025
Q1 		$12.3M Buy
157,588
+30,252
+24% +$2.35M 0.3% 74
2024
Q4 		$9.84M Sell
127,336
-16,745
-12% -$1.3M 0.26% 82
2024
Q3 		$11.3M Sell
144,081
-36,157
-20% -$2.82M 0.33% 73
2024
Q2 		$13.8M Sell
180,238
-9,652
-5% -$736K 0.45% 48
2024
Q1 		$14.6M Buy
189,890
+5,047
+3% +$387K 0.59% 32
2023
Q4 		$14.2M Buy
+184,843
New +$14M 0.67% 27

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concurrent Investment Advisors's BSV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q2 2026, buying an estimated $198K and bringing the position to 186,511 shares worth $14.5M. The position accounts for 0.12% of the portfolio, ranked #181.

Concurrent Investment Advisors first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.6M in Q1 2024. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Concurrent Investment Advisors held 186,511 shares of Vanguard Short-Term Bond ETF worth $14.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,541 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $198K.
  • Vanguard Short-Term Bond ETF made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #181 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $14.6M in Q1 2024.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.