E&G Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

E&G 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 Q3	$257K	Sell	3,360 -10	-0.3%	-$773	0.05%	215
2026 Q2	$263K	Hold	3,370	–	–	0.05%	214
2026 Q1	$264K	Hold	3,370	–	–	0.06%	197
2025 Q4	$266K	Hold	3,370	–	–	0.06%	186
2025 Q3	$266K	Hold	3,370	–	–	0.06%	190
2025 Q2	$265K	Hold	3,370	–	–	0.07%	179
2025 Q1	$264K	Hold	3,370	–	–	0.07%	177
2024 Q4	$260K	Hold	3,370	–	–	0.07%	175
2024 Q3	$265K	Buy	3,370 +550	+20%	+$42.8K	0.07%	179
2024 Q2	$216K	Hold	2,820	–	–	0.06%	195
2024 Q1	$216K	Hold	2,820	–	–	0.07%	190
2023 Q4	$217K	Hold	2,820	–	–	0.08%	184
2023 Q3	$212K	Hold	2,820	–	–	0.08%	182
2023 Q2	$213K	Buy	+2,820	New	+$215K	0.07%	188

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

E&G Advisors's BSV Position: Q3 2026 in Review

E&G Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.3% in Q3 2026, selling an estimated $773 and leaving 3,360 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #215.

E&G Advisors first reported a position in BSV in Q2 2023 and has held it in 14 quarters since. The position peaked at $266K in Q3 2025. 651 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

E&G Advisors held 3,360 shares of Vanguard Short-Term Bond ETF worth $257K as of Q3 2026.
E&G Advisors sold 10 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $773.
Vanguard Short-Term Bond ETF made up 0.05% of E&G Advisors's portfolio in Q3 2026, its #215 holding.
E&G Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 14 quarters since.
E&G Advisors's Vanguard Short-Term Bond ETF position peaked at $266K in Q3 2025.
651 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.