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Eagle Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Eagle Strategies’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 		$811K Buy
10,411
+339
+3% +$26.5K 0.08% 160
2026
Q1 		$790K Buy
10,072
+1,982
+24% +$156K 0.09% 144
2025
Q4 		$638K Sell
8,090
-169
-2% -$13.3K 0.08% 150
2025
Q3 		$652K Buy
8,259
+682
+9% +$53.6K 0.09% 142
2025
Q2 		$596K Sell
7,577
-6
-0.1% -$469 0.09% 136
2025
Q1 		$594K Buy
7,583
+1,352
+22% +$105K 0.1% 133
2024
Q4 		$481K Buy
6,231
+326
+6% +$25.3K 0.08% 143
2024
Q3 		$465K Sell
5,905
-1,036
-15% -$80.7K 0.08% 142
2024
Q2 		$532K Sell
6,941
-14,772
-68% -$1.13M 0.1% 127
2024
Q1 		$1.66M Buy
21,713
+12,644
+139% +$970K 0.37% 69
2023
Q4 		$698K Buy
9,069
+280
+3% +$21.2K 0.15% 104
2023
Q3 		$661K Sell
8,789
-1,381
-14% -$104K 0.16% 103
2023
Q2 		$769K Sell
10,170
-162
-2% -$12.3K 0.19% 95
2023
Q1 		$790K Buy
10,332
+717
+7% +$54.3K 0.2% 88
2022
Q4 		$724K Sell
9,615
-1,008
-9% -$75.6K 0.22% 89
2022
Q3 		$795K Buy
10,623
+200
+2% +$15.3K 0.42% 53
2022
Q2 		$800K Sell
10,423
-983
-9% -$75.7K 0.29% 75
2022
Q1 		$889K Buy
11,406
+1,018
+10% +$80.8K 0.35% 57
2021
Q4 		$840K Buy
+10,388
New +$845K 0.33% 63

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Eagle Strategies's BSV Position: Q2 2026 in Review

Eagle Strategies increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.4% in Q2 2026, buying an estimated $26.5K and bringing the position to 10,411 shares worth $811K. The position accounts for 0.08% of the portfolio, ranked #160.

Eagle Strategies first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q1 2024. 727 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Eagle Strategies held 10,411 shares of Vanguard Short-Term Bond ETF worth $811K as of Q2 2026.
  • Eagle Strategies bought 339 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $26.5K.
  • Vanguard Short-Term Bond ETF made up 0.08% of Eagle Strategies's portfolio in Q2 2026, its #160 holding.
  • Eagle Strategies first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's Vanguard Short-Term Bond ETF position peaked at $1.66M in Q1 2024.
  • 727 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.