Gradient Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $856K | Buy |
10,982
+88
| +0.8% | +$6.87K | 0.2% | 84 |
|
|
2026
Q1 | $854K | Buy |
10,894
+228
| +2% | +$18K | 0.22% | 76 |
|
|
2025
Q4 | $841K | Buy |
10,666
+1,411
| +15% | +$111K | 0.22% | 79 |
|
|
2025
Q3 | $730K | Sell |
9,255
-708
| -7% | -$55.7K | 0.2% | 85 |
|
|
2025
Q2 | $784K | Sell |
9,963
-798
| -7% | -$62.4K | 0.23% | 76 |
|
|
2025
Q1 | $842K | Sell |
10,761
-109
| -1% | -$8.46K | 0.27% | 68 |
|
|
2024
Q4 | $840K | Sell |
10,870
-1,576
| -13% | -$122K | 0.27% | 67 |
|
|
2024
Q3 | $979K | Sell |
12,446
-758
| -6% | -$59K | 0.32% | 63 |
|
|
2024
Q2 | $1.01M | Sell |
13,204
-64
| -0.5% | -$4.88K | 0.36% | 59 |
|
|
2024
Q1 | $1.02M | Sell |
13,268
-282
| -2% | -$21.6K | 0.37% | 59 |
|
|
2023
Q4 | $1.04M | Sell |
13,550
-476
| -3% | -$36K | 0.4% | 54 |
|
|
2023
Q3 | $1.05M | Buy |
14,026
+834
| +6% | +$62.9K | 0.44% | 49 |
|
|
2023
Q2 | $997K | Sell |
13,192
-369
| -3% | -$28.1K | 0.4% | 54 |
|
|
2023
Q1 | $1.04M | Sell |
13,561
-2,596
| -16% | -$197K | 0.44% | 49 |
|
|
2022
Q4 | $1.22M | Sell |
16,157
-6,580
| -29% | -$494K | 0.55% | 42 |
|
|
2022
Q3 | $1.7M | Buy |
22,737
+3,252
| +17% | +$248K | 0.81% | 29 |
|
|
2022
Q2 | $1.5M | Sell |
19,485
-1,285
| -6% | -$99K | 0.72% | 37 |
|
|
2022
Q1 | $1.62M | Sell |
20,770
-592
| -3% | -$47K | 0.69% | 37 |
|
|
2021
Q4 | $1.73M | Buy |
21,362
+1,557
| +8% | +$127K | 0.72% | 33 |
|
|
2021
Q3 | $1.62M | Sell |
19,805
-651
| -3% | -$53.5K | 0.74% | 33 |
|
|
2021
Q2 | $1.68M | Buy |
20,456
+272
| +1% | +$22.4K | 0.79% | 31 |
|
|
2021
Q1 | $1.66M | Buy |
20,184
+3,182
| +19% | +$263K | 0.88% | 29 |
|
|
2020
Q4 | $1.41M | Sell |
17,002
-371
| -2% | -$30.7K | 0.8% | 29 |
|
|
2020
Q3 | $1.44M | Buy |
17,373
+1,765
| +11% | +$147K | 0.9% | 30 |
|
|
2020
Q2 | $1.3M | Buy |
15,608
+2,619
| +20% | +$217K | 0.88% | 32 |
|
|
2020
Q1 | $1.07M | Sell |
12,989
-2,163
| -14% | -$176K | 0.86% | 29 |
|
|
2019
Q4 | $1.22M | Sell |
15,152
-1,078
| -7% | -$87K | 0.85% | 33 |
|
|
2019
Q3 | $1.31M | Sell |
16,230
-577
| -3% | -$46.5K | 0.98% | 28 |
|
|
2019
Q2 | $1.35M | Sell |
16,807
-485
| -3% | -$38.7K | 1.04% | 27 |
|
|
2019
Q1 | $1.38M | Sell |
17,292
-1,049
| -6% | -$82.8K | 1.1% | 25 |
|
|
2018
Q4 | $1.44M | Sell |
18,341
-5,834
| -24% | -$455K | 1.24% | 21 |
|
|
2018
Q3 | $1.89M | Sell |
24,175
-2,969
| -11% | -$232K | 1.59% | 16 |
|
|
2018
Q2 | $2.12M | Sell |
27,144
-4,890
| -15% | -$382K | 1.97% | 15 |
|
|
2018
Q1 | $2.51M | Sell |
32,034
-1,695
| -5% | -$133K | 2.51% | 8 |
|
|
2017
Q4 | $2.67M | Buy |
+33,729
| New | +$2.68M | 2.73% | 8 |
|
Other funds holding BSV
AF
Gradient Capital Advisors's BSV Position: Q2 2026 in Review
Gradient Capital Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.81% in Q2 2026, buying an estimated $6.87K and bringing the position to 10,982 shares worth $856K. The position accounts for 0.2% of the portfolio, ranked #84.
Gradient Capital Advisors first reported a position in BSV in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.67M in Q4 2017. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Gradient Capital Advisors held 10,982 shares of Vanguard Short-Term Bond ETF worth $856K as of Q2 2026.
- Gradient Capital Advisors bought 88 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $6.87K.
- Vanguard Short-Term Bond ETF made up 0.2% of Gradient Capital Advisors's portfolio in Q2 2026, its #84 holding.
- Gradient Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 35 quarters since.
- Gradient Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $2.67M in Q4 2017.
- 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.