Echo45 Advisors
BSV icon

Echo45 Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Echo45 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 		$7.63M Buy
99,846
+2,719
+3% +$210K 3.48% 6
2026
Q2 		$7.57M Buy
97,127
+5,156
+6% +$402K 3.91% 6
2026
Q1 		$7.21M Buy
91,971
+2,035
+2% +$160K 4.06% 5
2025
Q4 		$7.09M Sell
89,936
-63,214
-41% -$4.99M 4.04% 6
2025
Q3 		$12.1M Buy
153,150
+8,864
+6% +$697K 7.08% 3
2025
Q2 		$11.4M Sell
144,286
-109
-0.1% -$8.52K 7.16% 3
2025
Q1 		$11.3M Sell
144,395
-2,096
-1% -$163K 7.56% 3
2024
Q4 		$11.3M Buy
146,491
+24,015
+20% +$1.86M 7.43% 3
2024
Q3 		$9.6M Buy
122,476
+2,685
+2% +$209K 6.26% 5
2024
Q2 		$9.19M Buy
119,791
+24,785
+26% +$1.89M 6.46% 5
2024
Q1 		$7.28M Buy
95,006
+2,869
+3% +$220K 5.24% 8
2023
Q4 		$7.1M Sell
92,137
-16,408
-15% -$1.24M 5.46% 8
2023
Q3 		$8.16M Sell
108,545
-123
-0.1% -$9.27K 6.92% 7
2023
Q2 		$8.21M Sell
108,668
-2,071
-2% -$158K 6.78% 7
2023
Q1 		$8.47M Buy
110,739
+2,744
+3% +$208K 7.03% 7
2022
Q4 		$8.13M Buy
107,995
+2,401
+2% +$180K 7.28% 6
2022
Q3 		$7.9M Sell
105,594
-1,314
-1% -$100K 8.01% 6
2022
Q2 		$8.21M Buy
106,908
+740
+0.7% +$57K 7.76% 5
2022
Q1 		$8.27M Buy
106,168
+9,216
+10% +$732K 6.48% 6
2021
Q4 		$7.84M Buy
+96,952
New +$7.89M 6.28% 3

Other funds holding BSV

Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Echo45 Advisors's BSV Position: Q3 2026 in Review

Echo45 Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.8% in Q3 2026, buying an estimated $210K and bringing the position to 99,846 shares worth $7.63M. The position accounts for 3.48% of the portfolio, ranked #6.

Echo45 Advisors first reported a position in BSV in Q4 2021 and has held it in 20 quarters since. The position peaked at $12.1M in Q3 2025. 429 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Echo45 Advisors held 99,846 shares of Vanguard Short-Term Bond ETF worth $7.63M as of Q3 2026.
  • Echo45 Advisors bought 2,719 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $210K.
  • Vanguard Short-Term Bond ETF made up 3.48% of Echo45 Advisors's portfolio in Q3 2026, its #6 holding.
  • Echo45 Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Echo45 Advisors's Vanguard Short-Term Bond ETF position peaked at $12.1M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.