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Eclectic Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Eclectic Associates’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 		$2.3M Sell
29,584
-2,855
-9% -$223K 0.26% 56
2026
Q1 		$2.54M Buy
32,439
+775
+2% +$61K 0.34% 51
2025
Q4 		$2.5M Sell
31,664
-2,480
-7% -$196K 0.39% 50
2025
Q3 		$2.69M Sell
34,144
-505
-1% -$39.7K 0.49% 43
2025
Q2 		$2.73M Sell
34,649
-87
-0.3% -$6.8K 0.59% 42
2025
Q1 		$2.72M Buy
34,736
+1,376
+4% +$107K 0.73% 34
2024
Q4 		$2.58M Buy
33,360
+1,332
+4% +$103K 0.76% 32
2024
Q3 		$2.52M Buy
32,028
+1,468
+5% +$114K 0.99% 21
2024
Q2 		$2.34M Buy
30,560
+397
+1% +$30.3K 1.04% 21
2024
Q1 		$2.31M Buy
30,163
+3,305
+12% +$254K 1.06% 20
2023
Q4 		$2.07M Buy
26,858
+646
+2% +$48.9K 0.99% 21
2023
Q3 		$1.97M Buy
26,212
+407
+2% +$30.7K 1% 21
2023
Q2 		$1.95M Buy
25,805
+951
+4% +$72.5K 0.96% 22
2023
Q1 		$1.9M Sell
24,854
-1,835
-7% -$139K 0.97% 21
2022
Q4 		$2.01M Sell
26,689
-513
-2% -$38.5K 0.98% 26
2022
Q3 		$2.04M Buy
27,202
+3,708
+16% +$283K 1.33% 13
2022
Q2 		$1.8M Buy
23,494
+1,435
+7% +$111K 1.21% 17
2022
Q1 		$1.72M Buy
22,059
+4,410
+25% +$350K 1.09% 20
2021
Q4 		$1.43M Buy
17,649
+2,136
+14% +$174K 0.91% 23
2021
Q3 		$1.27M Buy
15,513
+1,599
+11% +$131K 0.93% 22
2021
Q2 		$1.14M Buy
13,914
+1,168
+9% +$96.1K 0.86% 26
2021
Q1 		$1.05M Buy
12,746
+870
+7% +$71.8K 0.87% 28
2020
Q4 		$985K Buy
+11,876
New +$984K 0.93% 27

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
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Eclectic Associates's BSV Position: Q2 2026 in Review

Eclectic Associates reduced its Vanguard Short-Term Bond ETF (BSV) stake by 8.8% in Q2 2026, selling an estimated $223K and leaving 29,584 shares worth $2.3M. The position accounts for 0.26% of the portfolio, ranked #56.

Eclectic Associates first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.73M in Q2 2025. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Eclectic Associates held 29,584 shares of Vanguard Short-Term Bond ETF worth $2.3M as of Q2 2026.
  • Eclectic Associates sold 2,855 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $223K.
  • Vanguard Short-Term Bond ETF made up 0.26% of Eclectic Associates's portfolio in Q2 2026, its #56 holding.
  • Eclectic Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Eclectic Associates's Vanguard Short-Term Bond ETF position peaked at $2.73M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.