Elevate Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Other funds holding BSV
AF
Elevate Wealth Advisory's BSV Position: Q1 2026 in Review
Elevate Wealth Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.2% in Q1 2026, buying an estimated $264K and bringing the position to 157,154 shares worth $12.3M. The position accounts for 7.78% of the portfolio, ranked #3.
Elevate Wealth Advisory first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.
- Elevate Wealth Advisory held 157,154 shares of Vanguard Short-Term Bond ETF worth $12.3M as of Q1 2026.
- Elevate Wealth Advisory bought 3,355 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $264K.
- Vanguard Short-Term Bond ETF made up 7.78% of Elevate Wealth Advisory's portfolio in Q1 2026, its #3 holding.
- Elevate Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
- 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.
Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.