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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
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 		$9.62M 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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Echo45 Advisors's BSV Position: Q2 2026 in Review

Echo45 Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.6% in Q2 2026, buying an estimated $402K and bringing the position to 97,127 shares worth $7.57M. The position accounts for 3.91% of the portfolio, ranked #6.

Echo45 Advisors first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.1M in Q3 2025. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Echo45 Advisors held 97,127 shares of Vanguard Short-Term Bond ETF worth $7.57M as of Q2 2026.
  • Echo45 Advisors bought 5,156 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $402K.
  • Vanguard Short-Term Bond ETF made up 3.91% of Echo45 Advisors's portfolio in Q2 2026, its #6 holding.
  • Echo45 Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Echo45 Advisors's Vanguard Short-Term Bond ETF position peaked at $12.1M in Q3 2025.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.