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 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

E&G Advisors's BSV Position: Q2 2026 in Review

E&G Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 3,370 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #214.

E&G Advisors first reported a position in BSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $266K in Q3 2025. 410 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

E&G Advisors held 3,370 shares of Vanguard Short-Term Bond ETF worth $263K as of Q2 2026.
E&G Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.05% of E&G Advisors's portfolio in Q2 2026, its #214 holding.
E&G Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
E&G Advisors's Vanguard Short-Term Bond ETF position peaked at $266K in Q3 2025.
410 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.