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

Frank Rimerman 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 Q1	$650K	Sell	8,287 -10,450	-56%	-$823K	0.04%	331
2025 Q4	$1.48M	Sell	18,737 -63	-0.3%	-$4.97K	0.09%	172
2025 Q3	$1.48M	Sell	18,800 -120	-0.6%	-$9.44K	0.1%	157
2025 Q2	$1.49M	Sell	18,920 -56	-0.3%	-$4.38K	0.1%	153
2025 Q1	$1.49M	Sell	18,976 -79	-0.4%	-$6.13K	0.12%	141
2024 Q4	$1.47M	Sell	19,055 -385	-2%	-$29.9K	0.11%	139
2024 Q3	$1.53M	Hold	19,440	–	–	0.11%	152
2024 Q2	$1.49M	Hold	19,440	–	–	0.11%	155
2024 Q1	$1.49M	Hold	19,440	–	–	0.29%	43
2023 Q4	$1.5M	Hold	19,440	–	–	0.31%	38
2023 Q3	$1.46M	Hold	19,440	–	–	0.35%	36
2023 Q2	$1.47M	Hold	19,440	–	–	0.35%	35
2023 Q1	$1.49M	Hold	19,440	–	–	0.41%	35
2022 Q4	$1.46M	Buy	+19,440	New	+$1.46M	0.46%	32

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Frank Rimerman Advisors's BSV Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 56% in Q1 2026, selling an estimated $823K and leaving 8,287 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #331.

Frank Rimerman Advisors first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.53M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Frank Rimerman Advisors held 8,287 shares of Vanguard Short-Term Bond ETF worth $650K as of Q1 2026.
Frank Rimerman Advisors sold 10,450 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $823K.
Vanguard Short-Term Bond ETF made up 0.04% of Frank Rimerman Advisors's portfolio in Q1 2026, its #331 holding.
Frank Rimerman Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Frank Rimerman Advisors's Vanguard Short-Term Bond ETF position peaked at $1.53M in Q3 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.