Eclectic Associates
BSV icon

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
Q3 		$2.45M Buy
32,122
+2,538
+9% +$196K 0.27% 55
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

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

Eclectic Associates's BSV Position: Q3 2026 in Review

Eclectic Associates increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.6% in Q3 2026, buying an estimated $196K and bringing the position to 32,122 shares worth $2.45M. The position accounts for 0.27% of the portfolio, ranked #55.

Eclectic Associates first reported a position in BSV in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.73M in Q2 2025. 371 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Eclectic Associates held 32,122 shares of Vanguard Short-Term Bond ETF worth $2.45M as of Q3 2026.
  • Eclectic Associates bought 2,538 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $196K.
  • Vanguard Short-Term Bond ETF made up 0.27% of Eclectic Associates's portfolio in Q3 2026, its #55 holding.
  • Eclectic Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Eclectic Associates's Vanguard Short-Term Bond ETF position peaked at $2.73M in Q2 2025.
  • 371 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.