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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q1 2026, buying an estimated $1.42M and bringing the position to 183,970 shares worth $14.4M. The position accounts for 0.16% of the portfolio, ranked #135.

Concurrent Investment Advisors first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.6M in Q1 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Concurrent Investment Advisors held 183,970 shares of Vanguard Short-Term Bond ETF worth $14.4M as of Q1 2026.
Concurrent Investment Advisors bought 18,016 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.42M.
Vanguard Short-Term Bond ETF made up 0.16% of Concurrent Investment Advisors's portfolio in Q1 2026, its #135 holding.
Concurrent Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $14.6M in Q1 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.