Harbor Investment Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Harbor Investment Advisory’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	$323K	Buy	4,144 +10	+0.2%	+$780	0.02%	352
2026 Q1	$324K	Hold	4,134	–	–	0.03%	337
2025 Q4	$326K	Hold	4,134	–	–	0.02%	332
2025 Q3	$326K	Sell	4,134 -23	-0.6%	-$1.81K	0.03%	330
2025 Q2	$327K	Hold	4,157	–	–	0.03%	316
2025 Q1	$325K	Buy	4,157 +2,069	+99%	+$161K	0.03%	304
2024 Q4	$161K	Hold	2,088	–	–	0.02%	379
2024 Q3	$164K	Sell	2,088 -11	-0.5%	-$857	0.02%	369
2024 Q2	$161K	Sell	2,099 -603	-22%	-$46K	0.02%	368
2024 Q1	$207K	Hold	2,702	–	–	0.02%	336
2023 Q4	$208K	Hold	2,702	–	–	0.02%	318
2023 Q3	$203K	Sell	2,702 -26	-1%	-$1.96K	0.03%	306
2023 Q2	$206K	Hold	2,728	–	–	0.03%	345
2023 Q1	$209K	Hold	2,728	–	–	0.03%	338
2022 Q4	$205K	Buy	2,728 +1,200	+79%	+$90K	0.03%	340
2022 Q3	$114K	Hold	1,528	–	–	0.02%	435
2022 Q2	$117K	Hold	1,528	–	–	0.02%	459
2022 Q1	$119K	Hold	1,528	–	–	0.02%	491
2021 Q4	$124K	Hold	1,528	–	–	0.02%	478
2021 Q3	$125K	Buy	1,528 +600	+65%	+$49.3K	0.02%	466
2021 Q2	$76K	Hold	928	–	–	0.01%	579
2021 Q1	$76K	Buy	928 +78	+9%	+$6.44K	0.01%	559
2020 Q4	$70K	Buy	850 +603	+244%	+$50K	0.01%	542
2020 Q3	$21K	Buy	247 +87	+54%	+$7.23K	﹤0.01%	722
2020 Q2	$13K	Sell	160 -48	-23%	-$3.97K	﹤0.01%	723
2020 Q1	$17K	Buy	208 +52	+33%	+$4.22K	﹤0.01%	605
2019 Q4	$13K	Buy	+156	New	+$12.6K	﹤0.01%	592

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Harbor Investment Advisory's BSV Position: Q2 2026 in Review

Harbor Investment Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.24% in Q2 2026, buying an estimated $780 and bringing the position to 4,144 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #352.

Harbor Investment Advisory first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $327K in Q2 2025. 556 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Harbor Investment Advisory held 4,144 shares of Vanguard Short-Term Bond ETF worth $323K as of Q2 2026.
Harbor Investment Advisory bought 10 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $780.
Vanguard Short-Term Bond ETF made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #352 holding.
Harbor Investment Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's Vanguard Short-Term Bond ETF position peaked at $327K in Q2 2025.
556 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.